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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 | $19,193 | $67,602-71.6% | $82,312-76.7% | $70,126-72.6% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.9%-8.8pp | 69.5%-1.4pp |
| Annual return | 256.27% | 21.57%+234.7pp | 25.88%+230.4pp | 73.15%+183.1pp |
| Employer contribution / active EE | $748 | $1,755-57.4% | $2,428-69.2% | $2,343-68.1% |
| Participant deferral / active EE | $897 | $2,987-70.0% | $3,706-75.8% | $3,332-73.1% |
| Admin fee / account holder | $10,651 | $4,512+136.1% | $5,608+89.9% | $4,645+129.3% |