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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 | $13,097 | $56,438-76.8% | $76,902-83.0% | $71,529-81.7% |
| Participation rate | 23.8% | 64.3%-40.5pp | 69.6%-45.8pp | 67.9%-44.2pp |
| Annual return | 102.95% | 19.05%+83.9pp | 37.91%+65.0pp | 28.97%+74.0pp |
| Employer contribution / active EE | $654 | $1,864-64.9% | $2,534-74.2% | $2,590-74.7% |
| Participant deferral / active EE | $966 | $3,136-69.2% | $3,833-74.8% | $4,291-77.5% |
| Admin fee / account holder | $2,337 | $1,430+63.4% | $5,479-57.4% | $1,588+47.1% |