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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 | $29,360 | $86,940-66.2% | $102,434-71.3% | $80,935-63.7% |
| Participation rate | 58.1% | 72.4%-14.3pp | 76.5%-18.4pp | 67.7%-9.6pp |
| Annual return | 172.47% | 18.89%+153.6pp | 29.46%+143.0pp | 35.66%+136.8pp |
| Employer contribution / active EE | $1,039 | $2,370-56.1% | $3,023-65.6% | $2,757-62.3% |
| Participant deferral / active EE | $1,653 | $4,121-59.9% | $5,055-67.3% | $4,299-61.5% |
| Admin fee / account holder | $2,942 | $8,047-63.4% | $9,462-68.9% | $6,924-57.5% |