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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 | $30,099 | $101,795-70.4% | $165,100-81.8% | $80,959-62.8% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 14.62% | 16.73%-2.1pp | 70.21%-55.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,125 | $2,954+5.8% | $4,348-28.1% | $2,757+13.3% |
| Participant deferral / active EE | $1,722 | $4,476-61.5% | $6,035-71.5% | $4,300-60.0% |
| Admin fee / account holder | $1,499 | $8,221-81.8% | $12,696-88.2% | $6,925-78.4% |