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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 | $34,520 | $97,550-64.6% | $120,344-71.3% | $87,485-60.5% |
| Participation rate | 66.1% | 72.8%-6.7pp | 76.7%-10.6pp | 68.9%-2.8pp |
| Annual return | 23.65% | 18.41%+5.2pp | 20.30%+3.3pp | 26.06%-2.4pp |
| Employer contribution / active EE | $2,214 | $2,291-3.3% | $3,020-26.7% | $2,596-14.7% |
| Participant deferral / active EE | $1,845 | $4,230-56.4% | $5,135-64.1% | $4,274-56.8% |
| Admin fee / account holder | $1,397 | $9,543-85.4% | $12,742-89.0% | $7,775-82.0% |