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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 | $39,704 | $123,478-67.8% | $216,567-81.7% | $94,015-57.8% |
| Participation rate | 41.9% | 75.1%-33.2pp | 81.6%-39.8pp | 70.8%-29.0pp |
| Annual return | 20.07% | 23.61%-3.5pp | 12.94%+7.1pp | 17.84%+2.2pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,530 | $4,556-66.4% | $6,191-75.3% | $4,249-64.0% |
| Admin fee / account holder | $528 | $12,753-95.9% | $21,981-97.6% | $8,951-94.1% |