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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 | $27,538 | $76,107-63.8% | $96,576-71.5% | $71,495-61.5% |
| Participation rate | 38.3% | 74.4%-36.1pp | 76.0%-37.6pp | 67.9%-29.6pp |
| Annual return | 20.38% | 22.81%-2.4pp | 25.87%-5.5pp | 28.85%-8.5pp |
| Employer contribution / active EE | $977 | $2,247-56.5% | $2,965-67.0% | $2,589-62.3% |
| Participant deferral / active EE | $1,733 | $4,218-58.9% | $4,851-64.3% | $4,291-59.6% |
| Admin fee / account holder | $771 | $2,708-71.5% | $8,253-90.7% | $1,588-51.5% |