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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 | $28,907 | $76,107-62.0% | $96,576-70.1% | $71,495-59.6% |
| Participation rate | 36.7% | 74.4%-37.7pp | 76.0%-39.3pp | 67.9%-31.2pp |
| Annual return | 48.76% | 22.81%+26.0pp | 25.87%+22.9pp | 28.85%+19.9pp |
| Employer contribution / active EE | $1,020 | $2,247-54.6% | $2,965-65.6% | $2,589-60.6% |
| Participant deferral / active EE | $1,836 | $4,218-56.5% | $4,851-62.1% | $4,291-57.2% |
| Admin fee / account holder | $2,468 | $2,708-8.9% | $8,253-70.1% | $1,588+55.4% |