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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 | $31,599 | $95,453-66.9% | $112,040-71.8% | $82,448-61.7% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.5%-28.0pp | 68.1%-19.6pp |
| Annual return | 20.94% | 23.92%-3.0pp | 24.52%-3.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $982 | $2,318-57.6% | $2,954-66.7% | $2,551-61.5% |
| Participant deferral / active EE | $1,886 | $4,224-55.4% | $5,098-63.0% | $4,139-54.4% |
| Admin fee / account holder | $841 | $9,013-90.7% | $12,098-93.0% | $7,234-88.4% |