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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 | $14,747 | $124,425-88.1% | $112,040-86.8% | $137,256-89.3% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 85.98% | 24.72%+61.3pp | 24.52%+61.5pp | 220.34%-134.4pp |
| Employer contribution / active EE | $881 | $3,411-74.2% | $2,954-70.2% | $4,156-78.8% |
| Participant deferral / active EE | $1,194 | $5,718-79.1% | $5,098-76.6% | $6,407-81.4% |
| Admin fee / account holder | $834 | $15,207-94.5% | $12,098-93.1% | $12,270-93.2% |