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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 | $12,257 | $61,390-80.0% | $112,228-89.1% | $75,177-83.7% |
| Participation rate | 53.1% | 61.6%-8.5pp | 72.4%-19.3pp | 67.2%-14.1pp |
| Annual return | 64.81% | 28.47%+36.3pp | 30.23%+34.6pp | 160.75%-95.9pp |
| Employer contribution / active EE | $901 | $2,015-55.3% | $3,432-73.7% | $2,671-66.3% |
| Participant deferral / active EE | $1,022 | $3,108-67.1% | $4,800-78.7% | $4,126-75.2% |
| Admin fee / account holder | $5,232 | $4,862+7.6% | $7,752-32.5% | $5,651-7.4% |