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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 | $12,749 | $93,617-86.4% | $135,982-90.6% | $75,177-83.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 89.12% | 30.89%+58.2pp | 68.32%+20.8pp | 160.75%-71.6pp |
| Employer contribution / active EE | $872 | $3,538-75.4% | $4,859-82.1% | $2,671-67.4% |
| Participant deferral / active EE | $2,110 | $6,406-67.1% | $7,760-72.8% | $4,126-48.9% |
| Admin fee / account holder | $495 | $6,980-92.9% | $10,767-95.4% | $5,651-91.2% |