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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 | $14,625 | $102,422-85.7% | $147,117-90.1% | $80,959-81.9% |
| Participation rate | 48.5% | 75.9%-27.3pp | 82.2%-33.7pp | 67.7%-19.1pp |
| Annual return | 44.74% | 135.16%-90.4pp | 420.54%-375.8pp | 35.67%+9.1pp |
| Employer contribution / active EE | $1,497 | $3,717-59.7% | $4,932-69.7% | $2,757-45.7% |
| Participant deferral / active EE | $2,612 | $6,652-60.7% | $8,065-67.6% | $4,300-39.3% |
| Admin fee / account holder | $5,141 | $7,953-35.4% | $12,993-60.4% | $6,925-25.8% |