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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 | $17,177 | $102,385-83.2% | $147,080-88.3% | $80,935-78.8% |
| Participation rate | 59.1% | 75.9%-16.8pp | 82.2%-23.1pp | 67.7%-8.6pp |
| Annual return | 25.07% | 135.09%-110.0pp | 420.17%-395.1pp | 35.66%-10.6pp |
| Employer contribution / active EE | $1,286 | $3,717-65.4% | $4,933-73.9% | $2,757-53.4% |
| Participant deferral / active EE | $2,370 | $6,651-64.4% | $8,066-70.6% | $4,299-44.9% |
| Admin fee / account holder | $1,801 | $7,951-77.4% | $12,989-86.1% | $6,924-74.0% |