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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 | $30,355 | $76,112-60.1% | $96,534-68.6% | $71,511-57.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 76.0%-26.0pp | 67.9%-17.9pp |
| Annual return | 17.32% | 22.81%-5.5pp | 25.88%-8.6pp | 28.86%-11.5pp |
| Employer contribution / active EE | $1,482 | $2,248-34.1% | $2,965-50.0% | $2,589-42.8% |
| Participant deferral / active EE | $2,044 | $4,217-51.5% | $4,851-57.9% | $4,291-52.4% |
| Admin fee / account holder | $2,136 | $2,708-21.1% | $8,253-74.1% | $1,588+34.5% |