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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 | $10,860 | $98,760-89.0% | $149,715-92.7% | $79,858-86.4% |
| Participation rate | 57.4% | 75.8%-18.4pp | 82.5%-25.1pp | 69.6%-12.3pp |
| Annual return | 37.02% | 27.43%+9.6pp | 276.66%-239.6pp | 31.72%+5.3pp |
| Employer contribution / active EE | $1,209 | $3,217-62.4% | $4,645-74.0% | $2,471-51.1% |
| Participant deferral / active EE | $2,129 | $5,681-62.5% | $6,842-68.9% | $3,740-43.1% |
| Admin fee / account holder | $526 | $6,053-91.3% | $9,310-94.3% | $5,306-90.1% |