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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 | $8,158 | $98,766-91.7% | $149,730-94.6% | $79,852-89.8% |
| Participation rate | 34.5% | 75.8%-41.3pp | 82.5%-48.0pp | 69.6%-35.2pp |
| Annual return | 72.83% | 27.43%+45.4pp | 276.70%-203.9pp | 31.72%+41.1pp |
| Employer contribution / active EE | $852 | $3,217-73.5% | $4,645-81.7% | $2,471-65.5% |
| Participant deferral / active EE | $1,299 | $5,681-77.1% | $6,843-81.0% | $3,740-65.3% |
| Admin fee / account holder | $677 | $6,052-88.8% | $9,310-92.7% | $5,306-87.2% |