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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 | $17,831 | $105,284-83.1% | $150,734-88.2% | $94,015-81.0% |
| Participation rate | 58.1% | 71.7%-13.6pp | 78.4%-20.3pp | 70.8%-12.7pp |
| Annual return | 19.45% | 15.67%+3.8pp | 600.81%-581.4pp | 17.84%+1.6pp |
| Employer contribution / active EE | $1,289 | $3,599-64.2% | $4,918-73.8% | $2,790-53.8% |
| Participant deferral / active EE | $1,908 | $4,274-55.4% | $5,610-66.0% | $4,249-55.1% |
| Admin fee / account holder | $630 | $9,839-93.6% | $14,905-95.8% | $8,951-93.0% |