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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 | $24,122 | $70,667-65.9% | $123,105-80.4% | $52,331-53.9% |
| Participation rate | 37.8% | 83.7%-45.9pp | 86.8%-49.0pp | 68.1%-30.3pp |
| Annual return | 3.67% | 6.23%-2.6pp | 13.22%-9.6pp | 4.54%-0.9pp |
| Employer contribution / active EE | $1,010 | $2,946-65.7% | $5,151-80.4% | $1,882-46.3% |
| Participant deferral / active EE | $2,378 | $4,493-47.1% | $6,229-61.8% | $3,022-21.3% |
| Admin fee / account holder | $7,245 | $506+1330.5% | $9,014-19.6% | $592+1124.7% |