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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 | $27,011 | $138,393-80.5% | $184,256-85.3% | $80,959-66.6% |
| Participation rate | 61.5% | 83.9%-22.4pp | 86.8%-25.3pp | 67.7%-6.1pp |
| Annual return | 15.50% | 20.01%-4.5pp | 28.85%-13.3pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,022 | $4,847-58.3% | $6,427-68.5% | $2,757-26.7% |
| Participant deferral / active EE | $2,882 | $7,076-59.3% | $9,133-68.4% | $4,300-33.0% |
| Admin fee / account holder | $1,477 | $10,489-85.9% | $13,899-89.4% | $6,925-78.7% |