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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 | $14,857 | $98,766-85.0% | $149,730-90.1% | $79,852-81.4% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.5%-40.8pp | 69.6%-28.0pp |
| Annual return | 258.84% | 27.43%+231.4pp | 276.70%-17.9pp | 31.72%+227.1pp |
| Employer contribution / active EE | $893 | $3,217-72.2% | $4,645-80.8% | $2,471-63.8% |
| Participant deferral / active EE | $2,001 | $5,681-64.8% | $6,843-70.8% | $3,740-46.5% |
| Admin fee / account holder | $1,890 | $6,052-68.8% | $9,310-79.7% | $5,306-64.4% |