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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 | $14,101 | $62,393-77.4% | $120,580-88.3% | $74,478-81.1% |
| Participation rate | 16.4% | 56.8%-40.4pp | 72.0%-55.5pp | 67.2%-50.8pp |
| Annual return | 25.34% | 18.61%+6.7pp | 107.48%-82.1pp | 1370.56%-1345.2pp |
| Employer contribution / active EE | $509 | $1,845-72.4% | $3,469-85.3% | $2,626-80.6% |
| Participant deferral / active EE | $946 | $2,886-67.2% | $4,995-81.1% | $4,350-78.2% |
| Admin fee / account holder | $2,047 | $2,396-14.6% | $9,418-78.3% | $1,946+5.2% |