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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 | $20,006 | $81,504-75.5% | $102,437-80.5% | $80,959-75.3% |
| Participation rate | 38.5% | 66.9%-28.4pp | 74.5%-36.0pp | 67.7%-29.2pp |
| Annual return | 13.38% | 25.60%-12.2pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,066 | $3,104-65.7% | $3,871-72.5% | $2,757-61.3% |
| Participant deferral / active EE | $1,213 | $3,871-68.7% | $5,060-76.0% | $4,300-71.8% |
| Admin fee / account holder | $1,328 | $6,719-80.2% | $8,388-84.2% | $6,925-80.8% |