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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 | $12,039 | $115,931-89.6% | $185,441-93.5% | $86,983-86.2% |
| Participation rate | 41.2% | 73.6%-32.4pp | 80.3%-39.1pp | 69.5%-28.4pp |
| Annual return | 150.68% | 21.47%+129.2pp | 20.16%+130.5pp | 25.83%+124.9pp |
| Employer contribution / active EE | $720 | $2,937-75.5% | $4,672-84.6% | $2,584-72.2% |
| Participant deferral / active EE | $1,369 | $4,551-69.9% | $6,152-77.8% | $4,194-67.4% |
| Admin fee / account holder | $1,052 | $10,687-90.2% | $17,890-94.1% | $7,856-86.6% |