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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 | $13,363 | $85,171-84.3% | $172,752-92.3% | $72,975-81.7% |
| Participation rate | 30.0% | 70.1%-40.1pp | 82.6%-52.6pp | 69.5%-39.5pp |
| Annual return | 64.91% | 27.32%+37.6pp | 802.97%-738.1pp | 81.01%-16.1pp |
| Employer contribution / active EE | $693 | $3,324-79.2% | $5,144-86.5% | $2,440-71.6% |
| Participant deferral / active EE | $796 | $3,260-75.6% | $5,198-84.7% | $3,608-77.9% |
| Admin fee / account holder | $1,719 | $5,880-70.8% | $13,955-87.7% | $5,124-66.5% |