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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 | $14,679 | $213,785-93.1% | $185,441-92.1% | $155,188-90.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 133.48% | 19.97%+113.5pp | 20.16%+113.3pp | 148.84%-15.4pp |
| Employer contribution / active EE | $1,560 | $5,393-71.1% | $4,672-66.6% | $4,248-63.3% |
| Participant deferral / active EE | $1,560 | $6,864-77.3% | $6,152-74.6% | $6,531-76.1% |
| Admin fee / account holder | $1,020 | $21,134-95.2% | $17,890-94.3% | $14,480-93.0% |