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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 | $15,455 | $132,310-88.3% | $105,754-85.4% | $273,972-94.4% |
| Participation rate | 42.9% | 83.2%-40.3pp | 78.9%-36.1pp | 83.0%-40.2pp |
| Annual return | 3.56% | 10.08%-6.5pp | 12.25%-8.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,110 | $4,867-77.2% | $4,079-72.8% | $4,869-77.2% |
| Participant deferral / active EE | $1,480 | $6,233-76.3% | $5,326-72.2% | $5,287-72.0% |
| Admin fee / account holder | $3,835 | $12,036-68.1% | $8,309-53.9% | $10,133-62.2% |