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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 | $16,212 | $93,589-82.7% | $135,942-88.1% | $75,181-78.4% |
| Participation rate | 68.3% | 75.2%-6.9pp | 81.9%-13.7pp | 67.2%+1.1pp |
| Annual return | 112.34% | 30.90%+81.4pp | 68.28%+44.1pp | 160.69%-48.3pp |
| Employer contribution / active EE | $1,526 | $3,537-56.9% | $4,858-68.6% | $2,671-42.9% |
| Participant deferral / active EE | $1,762 | $6,405-72.5% | $7,759-77.3% | $4,126-57.3% |
| Admin fee / account holder | $469 | $6,977-93.3% | $10,764-95.6% | $5,650-91.7% |