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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 | $31,023 | $108,825-71.5% | $156,181-80.1% | $82,448-62.4% |
| Participation rate | 55.2% | 72.4%-17.2pp | 78.8%-23.7pp | 68.1%-12.9pp |
| Annual return | 18.17% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,085 | $2,870-62.2% | $4,294-74.7% | $2,551-57.5% |
| Participant deferral / active EE | $1,363 | $4,577-70.2% | $6,132-77.8% | $4,139-67.1% |
| Admin fee / account holder | $318 | $9,341-96.6% | $14,586-97.8% | $7,234-95.6% |