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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 | $32,949 | $110,137-70.1% | $161,149-79.6% | $82,637-60.1% |
| Participation rate | 12.9% | 72.4%-59.4pp | 78.8%-65.9pp | 68.1%-55.2pp |
| Annual return | 17.42% | 20.69%-3.3pp | 21.16%-3.7pp | 53.51%-36.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,966 | $4,575-57.0% | $6,153-68.1% | $4,126-52.4% |
| Admin fee / account holder | $7,769 | $9,467-17.9% | $15,194-48.9% | $7,339+5.9% |