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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,796 | $98,776-82.0% | $149,745-88.1% | $79,856-77.7% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.5%-31.0pp | 69.6%-18.1pp |
| Annual return | 54.96% | 27.38%+27.6pp | 276.72%-221.8pp | 31.71%+23.2pp |
| Employer contribution / active EE | $701 | $3,217-78.2% | $4,646-84.9% | $2,471-71.6% |
| Participant deferral / active EE | $2,104 | $5,681-63.0% | $6,843-69.3% | $3,741-43.8% |
| Admin fee / account holder | $341 | $6,053-94.4% | $9,312-96.3% | $5,306-93.6% |