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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 | $14,049 | $95,438-85.3% | $135,982-89.7% | $74,473-81.1% |
| Participation rate | 60.7% | 78.2%-17.5pp | 81.9%-21.2pp | 70.7%-10.1pp |
| Annual return | 103.77% | 32.61%+71.2pp | 68.32%+35.4pp | 34.36%+69.4pp |
| Employer contribution / active EE | $1,154 | $3,878-70.2% | $4,859-76.3% | $2,638-56.3% |
| Participant deferral / active EE | $2,123 | $7,790-72.7% | $7,760-72.6% | $4,530-53.1% |
| Admin fee / account holder | $365 | $259+40.9% | $10,767-96.6% | $347+5.1% |