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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 | $15,214 | $102,429-85.1% | $147,096-89.7% | $80,925-81.2% |
| Participation rate | 64.8% | 75.9%-11.0pp | 82.2%-17.4pp | 67.7%-2.8pp |
| Annual return | 36.74% | 135.02%-98.3pp | 419.75%-383.0pp | 35.65%+1.1pp |
| Employer contribution / active EE | $1,228 | $3,716-66.9% | $4,936-75.1% | $2,756-55.4% |
| Participant deferral / active EE | $1,843 | $6,649-72.3% | $8,071-77.2% | $4,299-57.1% |
| Admin fee / account holder | $869 | $7,957-89.1% | $13,005-93.3% | $6,940-87.5% |