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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 | $12,861 | $85,169-84.9% | $172,755-92.6% | $72,983-82.4% |
| Participation rate | 25.3% | 70.1%-44.8pp | 82.6%-57.4pp | 69.5%-44.2pp |
| Annual return | 37.44% | 27.32%+10.1pp | 802.94%-765.5pp | 81.01%-43.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $822 | $3,260-74.8% | $5,198-84.2% | $3,608-77.2% |
| Admin fee / account holder | $4,278 | $5,880-27.2% | $13,955-69.3% | $5,124-16.5% |