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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 | $10,484 | $93,617-88.8% | $135,982-92.3% | $75,177-86.1% |
| Participation rate | 60.9% | 75.2%-14.3pp | 81.9%-21.1pp | 67.2%-6.3pp |
| Annual return | 184.28% | 30.89%+153.4pp | 68.32%+116.0pp | 160.75%+23.5pp |
| Employer contribution / active EE | $1,738 | $3,538-50.9% | $4,859-64.2% | $2,671-34.9% |
| Participant deferral / active EE | $1,909 | $6,406-70.2% | $7,760-75.4% | $4,126-53.7% |
| Admin fee / account holder | $631 | $6,980-91.0% | $10,767-94.1% | $5,651-88.8% |