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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 | $14,684 | $88,672-83.4% | $105,223-86.0% | $82,448-82.2% |
| Participation rate | 69.7% | 67.9%+1.8pp | 75.0%-5.3pp | 68.1%+1.6pp |
| Annual return | 19.91% | 30.86%-10.9pp | 180.65%-160.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $938 | $3,048-69.2% | $3,689-74.6% | $2,551-63.2% |
| Participant deferral / active EE | $1,648 | $4,036-59.2% | $5,072-67.5% | $4,139-60.2% |
| Admin fee / account holder | $778 | $7,146-89.1% | $8,859-91.2% | $7,234-89.3% |