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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 | $27,537 | $181,896-84.9% | $156,551-82.4% | $273,972-89.9% |
| Participation rate | 35.7% | 88.4%-52.7pp | 84.0%-48.3pp | 83.0%-47.3pp |
| Annual return | 4.00% | 30.74%-26.7pp | 32.23%-28.2pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,799 | $6,248-71.2% | $5,501-67.3% | $4,869-63.0% |
| Participant deferral / active EE | $1,288 | $5,550-76.8% | $4,871-73.6% | $5,287-75.6% |
| Admin fee / account holder | $568 | $15,560-96.4% | $13,028-95.6% | $10,133-94.4% |