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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 | $28,216 | $101,795-72.3% | $165,100-82.9% | $80,959-65.1% |
| Participation rate | 62.1% | 71.8%-9.8pp | 78.6%-16.6pp | 67.7%-5.6pp |
| Annual return | 13.96% | 16.73%-2.8pp | 70.21%-56.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,696 | $2,954+25.1% | $4,348-15.0% | $2,757+34.0% |
| Participant deferral / active EE | $1,283 | $4,476-71.3% | $6,035-78.7% | $4,300-70.2% |
| Admin fee / account holder | $3,271 | $8,221-60.2% | $12,696-74.2% | $6,925-52.8% |