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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 | $11,668 | $48,364-75.9% | $71,796-83.7% | $62,881-81.4% |
| Participation rate | 25.5% | 60.6%-35.1pp | 69.1%-43.6pp | 69.3%-43.8pp |
| Annual return | 173.53% | 13.16%+160.4pp | 78.04%+95.5pp | 20.14%+153.4pp |
| Employer contribution / active EE | $524 | $1,042-49.7% | $1,924-72.8% | $2,281-77.0% |
| Participant deferral / active EE | $683 | $2,091-67.4% | $2,794-75.6% | $3,203-78.7% |
| Admin fee / account holder | $1,977 | $3,771-47.6% | $4,815-58.9% | $4,296-54.0% |