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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 | $11,713 | $91,559-87.2% | $133,971-91.3% | $79,852-85.3% |
| Participation rate | 25.7% | 73.3%-47.6pp | 79.8%-54.1pp | 69.6%-43.9pp |
| Annual return | 12.12% | 61.85%-49.7pp | 45.09%-33.0pp | 31.72%-19.6pp |
| Employer contribution / active EE | $970 | $2,384-59.3% | $3,919-75.3% | $2,471-60.8% |
| Participant deferral / active EE | $1,402 | $3,734-62.5% | $5,047-72.2% | $3,740-62.5% |
| Admin fee / account holder | $12,256 | $6,321+93.9% | $8,929+37.3% | $5,306+131.0% |