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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 | $37,251 | $138,386-73.1% | $184,260-79.8% | $80,935-54.0% |
| Participation rate | 45.1% | 83.9%-38.8pp | 86.8%-41.7pp | 67.7%-22.6pp |
| Annual return | 18.69% | 20.02%-1.3pp | 28.84%-10.2pp | 35.66%-17.0pp |
| Employer contribution / active EE | $1,981 | $4,851-59.2% | $6,427-69.2% | $2,757-28.1% |
| Participant deferral / active EE | $2,907 | $7,076-58.9% | $9,133-68.2% | $4,299-32.4% |
| Admin fee / account holder | $4,340 | $10,489-58.6% | $13,898-68.8% | $6,924-37.3% |