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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 | $10,384 | $82,678-87.4% | $125,391-91.7% | $68,490-84.8% |
| Participation rate | 51.6% | 75.1%-23.5pp | 82.4%-30.8pp | 67.9%-16.3pp |
| Annual return | 306.99% | -5.97%+313.0pp | 572.41%-265.4pp | -7.85%+314.8pp |
| Employer contribution / active EE | $1,578 | $3,382-53.3% | $4,816-67.2% | $2,597-39.2% |
| Participant deferral / active EE | $2,248 | $6,111-63.2% | $7,448-69.8% | $4,028-44.2% |
| Admin fee / account holder | $347 | $6,277-94.5% | $10,009-96.5% | $5,403-93.6% |