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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 | $10,777 | $63,924-83.1% | $108,582-90.1% | $55,167-80.5% |
| Participation rate | 29.1% | 74.3%-45.2pp | 79.6%-50.4pp | 69.0%-39.9pp |
| Annual return | 23.64% | 15.31%+8.3pp | -51.70%+75.3pp | 169.23%-145.6pp |
| Employer contribution / active EE | $761 | $1,879-59.5% | $3,758-79.8% | $1,963-61.2% |
| Participant deferral / active EE | $1,310 | $3,067-57.3% | $4,311-69.6% | $3,054-57.1% |
| Admin fee / account holder | $1,594 | $618+158.1% | $7,645-79.2% | $504+216.3% |