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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 | $6,320 | $77,962-91.9% | $178,540-96.5% | $80,935-92.2% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.7%-29.0pp |
| Annual return | 18.59% | 18.10%+0.5pp | 27.15%-8.6pp | 35.66%-17.1pp |
| Employer contribution / active EE | $1,075 | $2,280-52.8% | $3,953-72.8% | $2,757-61.0% |
| Participant deferral / active EE | $1,206 | $4,404-72.6% | $6,281-80.8% | $4,299-72.0% |
| Admin fee / account holder | $1,255 | $7,156-82.5% | $10,424-88.0% | $6,924-81.9% |