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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 | $33,874 | $91,760-63.1% | $156,181-78.3% | $67,986-50.2% |
| Participation rate | 34.0% | 65.0%-31.0pp | 78.8%-44.8pp | 57.2%-23.2pp |
| Annual return | 14.14% | 18.14%-4.0pp | 64.87%-50.7pp | 31.67%-17.5pp |
| Employer contribution / active EE | $829 | $2,419-65.8% | $4,294-80.7% | $2,019-59.0% |
| Participant deferral / active EE | $1,761 | $3,960-55.5% | $6,132-71.3% | $3,358-47.6% |
| Admin fee / account holder | $12,982 | $3,949+228.8% | $14,586-11.0% | $3,203+305.3% |