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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 | $36,899 | $104,098-64.6% | $140,514-73.7% | $94,015-60.8% |
| Participation rate | 63.5% | 73.7%-10.2pp | 77.8%-14.3pp | 70.8%-7.3pp |
| Annual return | 11.33% | 15.14%-3.8pp | 14.36%-3.0pp | 17.84%-6.5pp |
| Employer contribution / active EE | $1,035 | $2,388-56.7% | $3,378-69.4% | $2,790-62.9% |
| Participant deferral / active EE | $1,745 | $4,033-56.7% | $4,919-64.5% | $4,249-58.9% |
| Admin fee / account holder | $2,264 | $10,439-78.3% | $13,697-83.5% | $8,951-74.7% |