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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 | $32,612 | $138,393-76.4% | $184,256-82.3% | $80,959-59.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 86.8%-36.8pp | 67.7%-17.7pp |
| Annual return | 15.11% | 20.01%-4.9pp | 28.85%-13.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,772 | $4,847-63.4% | $6,427-72.4% | $2,757-35.7% |
| Participant deferral / active EE | $2,357 | $7,076-66.7% | $9,133-74.2% | $4,300-45.2% |
| Admin fee / account holder | $14,488 | $10,489+38.1% | $13,899+4.2% | $6,925+109.2% |