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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 | $35,661 | $109,359-67.4% | $162,177-78.0% | $72,975-51.1% |
| Participation rate | 41.7% | 84.3%-42.6pp | 87.6%-45.9pp | 69.5%-27.8pp |
| Annual return | 37.64% | 25.46%+12.2pp | 115.60%-78.0pp | 81.01%-43.4pp |
| Employer contribution / active EE | $1,447 | $3,907-63.0% | $5,613-74.2% | $2,440-40.7% |
| Participant deferral / active EE | $1,946 | $5,481-64.5% | $7,297-73.3% | $3,608-46.1% |
| Admin fee / account holder | $1,010 | $7,972-87.3% | $10,843-90.7% | $5,124-80.3% |