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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 | $40,441 | $146,267-72.4% | $197,124-79.5% | $82,448-50.9% |
| Participation rate | 65.2% | 84.0%-18.9pp | 86.7%-21.6pp | 68.1%-2.9pp |
| Annual return | 15.05% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,566 | $4,723-66.8% | $6,227-74.9% | $2,551-38.6% |
| Participant deferral / active EE | $2,170 | $7,035-69.1% | $9,135-76.2% | $4,139-47.6% |
| Admin fee / account holder | $470 | $14,422-96.7% | $16,298-97.1% | $7,234-93.5% |