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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 | $12,991 | $117,829-89.0% | $102,423-87.3% | $145,877-91.1% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 14.20% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,329 | $3,615-63.2% | $3,023-56.0% | $4,663-71.5% |
| Participant deferral / active EE | $1,735 | $5,732-69.7% | $5,054-65.7% | $6,691-74.1% |
| Admin fee / account holder | $10,720 | $13,335-19.6% | $9,455+13.4% | $13,402-20.0% |