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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 | $7,651 | $77,816-90.2% | $123,549-93.8% | $64,181-88.1% |
| Participation rate | 53.1% | 74.7%-21.6pp | 82.3%-29.2pp | 69.6%-16.4pp |
| Annual return | 100.27% | 12.49%+87.8pp | 119.20%-18.9pp | 7.63%+92.6pp |
| Employer contribution / active EE | $1,263 | $3,014-58.1% | $4,628-72.7% | $2,381-46.9% |
| Participant deferral / active EE | $1,644 | $5,240-68.6% | $6,426-74.4% | $3,470-52.6% |
| Admin fee / account holder | $466 | $5,519-91.6% | $9,284-95.0% | $4,887-90.5% |