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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 | $30,366 | $79,223-61.7% | $102,460-70.4% | $74,478-59.2% |
| Participation rate | 42.8% | 74.8%-32.0pp | 76.5%-33.8pp | 67.2%-24.5pp |
| Annual return | 15.45% | 54.98%-39.5pp | 29.47%-14.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $1,130 | $2,363-52.2% | $3,025-62.7% | $2,626-57.0% |
| Participant deferral / active EE | $2,077 | $4,417-53.0% | $5,056-58.9% | $4,350-52.3% |
| Admin fee / account holder | $3,375 | $2,003+68.5% | $9,460-64.3% | $1,946+73.5% |