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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 | $11,232 | $63,365-82.3% | $91,994-87.8% | $72,976-84.6% |
| Participation rate | 23.1% | 72.5%-49.4pp | 78.6%-55.6pp | 69.5%-46.4pp |
| Annual return | 137.81% | 35.35%+102.5pp | 69.04%+68.8pp | 81.02%+56.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,503 | $4,883-69.2% | $5,924-74.6% | $3,608-58.3% |
| Admin fee / account holder | $4,420 | $4,670-5.3% | $7,744-42.9% | $5,124-13.7% |