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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 | $13,264 | $93,589-85.8% | $135,942-90.2% | $75,181-82.4% |
| Participation rate | 17.9% | 75.2%-57.2pp | 81.9%-64.0pp | 67.2%-49.2pp |
| Annual return | 33.22% | 30.90%+2.3pp | 68.28%-35.1pp | 160.69%-127.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $830 | $6,405-87.0% | $7,759-89.3% | $4,126-79.9% |
| Admin fee / account holder | $1,472 | $6,977-78.9% | $10,764-86.3% | $5,650-73.9% |