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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 | $14,043 | $63,346-77.8% | $92,239-84.8% | $70,124-80.0% |
| Participation rate | 42.9% | 68.7%-25.8pp | 76.5%-33.6pp | 69.5%-26.7pp |
| Annual return | 42.20% | 530.19%-488.0pp | 176.29%-134.1pp | 73.14%-30.9pp |
| Employer contribution / active EE | $716 | $2,471-71.0% | $3,680-80.6% | $2,342-69.5% |
| Participant deferral / active EE | $416 | $2,854-85.4% | $3,897-89.3% | $3,332-87.5% |
| Admin fee / account holder | $1,374 | $3,841-64.2% | $5,194-73.5% | $4,645-70.4% |