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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 | $8,257 | $43,496-81.0% | $161,489-94.9% | $64,340-87.2% |
| Participation rate | 30.0% | 53.5%-23.5pp | 78.7%-48.7pp | 55.2%-25.2pp |
| Annual return | 34.92% | 20.76%+14.2pp | 89.72%-54.8pp | 24.14%+10.8pp |
| Employer contribution / active EE | $511 | $1,431-64.3% | $4,268-88.0% | $1,862-72.6% |
| Participant deferral / active EE | $605 | $1,996-69.7% | $5,630-89.3% | $2,980-79.7% |
| Admin fee / account holder | $1,653 | $2,330-29.1% | $16,006-89.7% | $3,703-55.4% |