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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 | $13,684 | $106,524-87.2% | $152,301-91.0% | $87,485-84.4% |
| Participation rate | 34.4% | 75.8%-41.4pp | 82.4%-48.1pp | 68.9%-34.6pp |
| Annual return | 53.60% | 26.89%+26.7pp | 80.50%-26.9pp | 26.06%+27.5pp |
| Employer contribution / active EE | $770 | $3,371-77.2% | $4,624-83.3% | $2,596-70.3% |
| Participant deferral / active EE | $2,019 | $6,525-69.1% | $8,004-74.8% | $4,274-52.8% |
| Admin fee / account holder | $4,065 | $8,287-50.9% | $14,398-71.8% | $7,775-47.7% |