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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 | $15,152 | $62,409-75.7% | $120,524-87.4% | $74,429-79.6% |
| Participation rate | 22.6% | 56.8%-34.2pp | 71.9%-49.4pp | 67.2%-44.7pp |
| Annual return | 21.66% | 18.62%+3.0pp | 107.36%-85.7pp | 1368.38%-1346.7pp |
| Employer contribution / active EE | $650 | $1,847-64.8% | $3,469-81.3% | $2,625-75.2% |
| Participant deferral / active EE | $840 | $2,888-70.9% | $4,994-83.2% | $4,348-80.7% |
| Admin fee / account holder | $729 | $2,394-69.5% | $9,440-92.3% | $1,944-62.5% |