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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 | $30,323 | $95,453-68.2% | $112,040-72.9% | $82,448-63.2% |
| Participation rate | 34.3% | 72.8%-38.4pp | 76.5%-42.2pp | 68.1%-33.7pp |
| Annual return | 15.38% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,192 | $2,318-48.6% | $2,954-59.7% | $2,551-53.3% |
| Participant deferral / active EE | $1,901 | $4,224-55.0% | $5,098-62.7% | $4,139-54.1% |
| Admin fee / account holder | $2,467 | $9,013-72.6% | $12,098-79.6% | $7,234-65.9% |