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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 | $20,073 | $80,753-75.1% | $136,298-85.3% | $62,293-67.8% |
| Participation rate | 19.3% | 73.5%-54.3pp | 81.9%-62.7pp | 69.5%-50.2pp |
| Annual return | 30.04% | 35.83%-5.8pp | 5156.27%-5126.2pp | 28.90%+1.1pp |
| Employer contribution / active EE | $569 | $2,884-80.3% | $4,696-87.9% | $2,042-72.1% |
| Participant deferral / active EE | $2,099 | $5,164-59.4% | $6,247-66.4% | $3,169-33.8% |
| Admin fee / account holder | $872 | $525+65.9% | $9,244-90.6% | $479+81.8% |