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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 | $10,825 | $52,581-79.4% | $130,788-91.7% | $64,340-83.2% |
| Participation rate | 18.9% | 46.5%-27.7pp | 70.1%-51.2pp | 55.2%-36.4pp |
| Annual return | 12.37% | 20.39%-8.0pp | 386.44%-374.1pp | 24.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $525 | $2,200-76.2% | $4,137-87.3% | $2,980-82.4% |
| Admin fee / account holder | $8,616 | $4,583+88.0% | $6,673+29.1% | $3,703+132.7% |