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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 | $30,953 | $95,453-67.6% | $112,040-72.4% | $82,448-62.5% |
| Participation rate | 68.9% | 72.8%-3.8pp | 76.5%-7.6pp | 68.1%+0.9pp |
| Annual return | 12.77% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,364 | $2,318-41.2% | $2,954-53.8% | $2,551-46.5% |
| Participant deferral / active EE | $1,871 | $4,224-55.7% | $5,098-63.3% | $4,139-54.8% |
| Admin fee / account holder | $3,972 | $9,013-55.9% | $12,098-67.2% | $7,234-45.1% |