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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 | $12,795 | $83,045-84.6% | $130,026-90.2% | $71,495-82.1% |
| Participation rate | 34.4% | 74.1%-39.7pp | 78.5%-44.1pp | 67.9%-33.5pp |
| Annual return | 25.23% | 20.61%+4.6pp | -137.26%+162.5pp | 28.85%-3.6pp |
| Employer contribution / active EE | $885 | $2,623-66.3% | $4,321-79.5% | $2,589-65.8% |
| Participant deferral / active EE | $1,426 | $4,436-67.8% | $5,821-75.5% | $4,291-66.8% |
| Admin fee / account holder | $745 | $1,727-56.8% | $10,608-93.0% | $1,588-53.1% |