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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 | $26,108 | $101,795-74.4% | $165,100-84.2% | $80,959-67.8% |
| Participation rate | 43.3% | 71.8%-28.5pp | 78.6%-35.3pp | 67.7%-24.3pp |
| Annual return | 11.09% | 16.73%-5.6pp | 70.21%-59.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,034 | $2,954-65.0% | $4,348-76.2% | $2,757-62.5% |
| Participant deferral / active EE | $1,283 | $4,476-71.3% | $6,035-78.7% | $4,300-70.2% |
| Admin fee / account holder | $3,111 | $8,221-62.2% | $12,696-75.5% | $6,925-55.1% |