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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 | $14,591 | $88,117-83.4% | $164,928-91.2% | $74,400-80.4% |
| Participation rate | 68.3% | 73.1%-4.8pp | 78.6%-10.3pp | 67.2%+1.1pp |
| Annual return | 22.88% | 17.27%+5.6pp | 70.08%-47.2pp | 1367.51%-1344.6pp |
| Employer contribution / active EE | $842 | $2,596-67.6% | $4,343-80.6% | $2,624-67.9% |
| Participant deferral / active EE | $2,179 | $4,501-51.6% | $6,034-63.9% | $4,348-49.9% |
| Admin fee / account holder | $1,695 | $2,230-24.0% | $12,684-86.6% | $1,944-12.8% |