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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 | $14,567 | $98,766-85.3% | $149,730-90.3% | $79,852-81.8% |
| Participation rate | 52.5% | 75.8%-23.2pp | 82.5%-29.9pp | 69.6%-17.1pp |
| Annual return | 20.64% | 27.43%-6.8pp | 276.70%-256.1pp | 31.72%-11.1pp |
| Employer contribution / active EE | $811 | $3,217-74.8% | $4,645-82.5% | $2,471-67.2% |
| Participant deferral / active EE | $1,408 | $5,681-75.2% | $6,843-79.4% | $3,740-62.4% |
| Admin fee / account holder | $1,555 | $6,052-74.3% | $9,310-83.3% | $5,306-70.7% |