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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 | $13,744 | $94,529-85.5% | $140,019-90.2% | $64,173-78.6% |
| Participation rate | 65.5% | 84.1%-18.6pp | 87.5%-22.0pp | 69.6%-4.1pp |
| Annual return | 38.26% | 7.77%+30.5pp | 651.17%-612.9pp | 7.63%+30.6pp |
| Employer contribution / active EE | $1,353 | $3,812-64.5% | $5,605-75.9% | $2,381-43.2% |
| Participant deferral / active EE | $1,749 | $5,250-66.7% | $6,927-74.8% | $3,470-49.6% |
| Admin fee / account holder | $1,594 | $6,741-76.4% | $10,705-85.1% | $4,887-67.4% |