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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 | $44,615 | $149,446-70.1% | $256,809-82.6% | $94,015-52.5% |
| Participation rate | 57.7% | 85.3%-27.6pp | 88.5%-30.8pp | 70.8%-13.1pp |
| Annual return | 26.86% | 17.55%+9.3pp | 32.73%-5.9pp | 17.84%+9.0pp |
| Employer contribution / active EE | $1,854 | $4,596-59.7% | $7,263-74.5% | $2,790-33.6% |
| Participant deferral / active EE | $3,024 | $6,491-53.4% | $9,520-68.2% | $4,249-28.8% |
| Admin fee / account holder | $3,473 | $24,035-85.6% | $25,146-86.2% | $8,951-61.2% |