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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 | $10,416 | $80,983-87.1% | $96,544-89.2% | $75,177-86.1% |
| Participation rate | 38.5% | 71.8%-33.3pp | 76.0%-37.5pp | 67.2%-28.7pp |
| Annual return | 73.89% | 27.05%+46.8pp | 25.88%+48.0pp | 160.75%-86.9pp |
| Employer contribution / active EE | $1,055 | $2,282-53.8% | $2,966-64.4% | $2,671-60.5% |
| Participant deferral / active EE | $1,569 | $3,929-60.1% | $4,851-67.7% | $4,126-62.0% |
| Admin fee / account holder | $616 | $6,717-90.8% | $8,254-92.5% | $5,651-89.1% |