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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 | $16,634 | $98,766-83.2% | $149,730-88.9% | $79,852-79.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 29.69% | 27.43%+2.3pp | 276.70%-247.0pp | 31.72%-2.0pp |
| Employer contribution / active EE | $912 | $3,217-71.6% | $4,645-80.4% | $2,471-63.1% |
| Participant deferral / active EE | $2,070 | $5,681-63.6% | $6,843-69.7% | $3,740-44.7% |
| Admin fee / account holder | $1,082 | $6,052-82.1% | $9,310-88.4% | $5,306-79.6% |