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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 | $12,155 | $88,042-86.2% | $138,135-91.2% | $79,852-84.8% |
| Participation rate | 28.2% | 71.4%-43.3pp | 78.7%-50.5pp | 69.6%-41.5pp |
| Annual return | 78.45% | 20.58%+57.9pp | 20.51%+57.9pp | 31.72%+46.7pp |
| Employer contribution / active EE | $936 | $3,103-69.8% | $5,587-83.2% | $2,471-62.1% |
| Participant deferral / active EE | $1,615 | $4,704-65.7% | $6,431-74.9% | $3,740-56.8% |
| Admin fee / account holder | $302 | $7,791-96.1% | $11,856-97.5% | $5,306-94.3% |