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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 | $15,655 | $68,412-77.1% | $94,679-83.5% | $75,181-79.2% |
| Participation rate | 43.8% | 76.1%-32.3pp | 80.8%-37.1pp | 67.2%-23.4pp |
| Annual return | 1173.31% | 616.91%+556.4pp | 156.75%+1016.6pp | 160.69%+1012.6pp |
| Employer contribution / active EE | $924 | $2,701-65.8% | $3,673-74.8% | $2,671-65.4% |
| Participant deferral / active EE | $2,781 | $6,537-57.5% | $7,417-62.5% | $4,126-32.6% |
| Admin fee / account holder | $1,326 | $5,326-75.1% | $7,233-81.7% | $5,650-76.5% |