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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 | $15,346 | $83,061-81.5% | $126,068-87.8% | $94,015-83.7% |
| Participation rate | 54.3% | 81.2%-26.9pp | 84.7%-30.4pp | 70.8%-16.5pp |
| Annual return | 21.80% | 20.41%+1.4pp | 15.01%+6.8pp | 17.84%+4.0pp |
| Employer contribution / active EE | $1,233 | $2,864-56.9% | $3,968-68.9% | $2,790-55.8% |
| Participant deferral / active EE | $3,180 | $7,042-54.8% | $8,214-61.3% | $4,249-25.2% |
| Admin fee / account holder | $2,719 | $7,208-62.3% | $18,264-85.1% | $8,951-69.6% |