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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 | $30,089 | $138,393-78.3% | $184,256-83.7% | $80,959-62.8% |
| Participation rate | 65.7% | 83.9%-18.2pp | 86.8%-21.1pp | 67.7%-2.0pp |
| Annual return | 13.49% | 20.01%-6.5pp | 28.85%-15.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,696 | $4,847-65.0% | $6,427-73.6% | $2,757-38.5% |
| Participant deferral / active EE | $2,935 | $7,076-58.5% | $9,133-67.9% | $4,300-31.7% |
| Admin fee / account holder | $2,542 | $10,489-75.8% | $13,899-81.7% | $6,925-63.3% |