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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 | $19,435 | $102,422-81.0% | $147,117-86.8% | $80,959-76.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 57.84% | 135.16%-77.3pp | 420.54%-362.7pp | 35.67%+22.2pp |
| Employer contribution / active EE | $1,372 | $3,717-63.1% | $4,932-72.2% | $2,757-50.2% |
| Participant deferral / active EE | $2,250 | $6,652-66.2% | $8,065-72.1% | $4,300-47.7% |
| Admin fee / account holder | $604 | $7,953-92.4% | $12,993-95.3% | $6,925-91.3% |