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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 | $25,740 | $71,526-64.0% | $98,450-73.9% | $71,495-64.0% |
| Participation rate | 32.5% | 72.7%-40.2pp | 75.2%-42.7pp | 67.9%-35.4pp |
| Annual return | 20.26% | 32.42%-12.2pp | 21.16%-0.9pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,068 | $2,400-55.5% | $3,049-65.0% | $2,589-58.8% |
| Participant deferral / active EE | $1,650 | $4,110-59.8% | $4,739-65.2% | $4,291-61.5% |
| Admin fee / account holder | $3,438 | $1,675+105.2% | $8,961-61.6% | $1,588+116.5% |