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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 | $27,984 | $91,559-69.4% | $133,971-79.1% | $79,852-65.0% |
| Participation rate | 45.1% | 73.3%-28.3pp | 79.8%-34.8pp | 69.6%-24.6pp |
| Annual return | 13.89% | 61.85%-48.0pp | 45.09%-31.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,107 | $2,384-53.6% | $3,919-71.8% | $2,471-55.2% |
| Participant deferral / active EE | $1,528 | $3,734-59.1% | $5,047-69.7% | $3,740-59.1% |
| Admin fee / account holder | $4,432 | $6,321-29.9% | $8,929-50.4% | $5,306-16.5% |