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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 | $35,103 | $146,267-76.0% | $197,124-82.2% | $82,448-57.4% |
| Participation rate | 66.1% | 84.0%-17.9pp | 86.7%-20.6pp | 68.1%-2.0pp |
| Annual return | 16.24% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,294 | $4,723-51.4% | $6,227-63.2% | $2,551-10.1% |
| Participant deferral / active EE | $2,671 | $7,035-62.0% | $9,135-70.8% | $4,139-35.5% |
| Admin fee / account holder | $15,144 | $14,422+5.0% | $16,298-7.1% | $7,234+109.3% |