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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 | $35,416 | $123,478-71.3% | $216,567-83.6% | $94,015-62.3% |
| Participation rate | 58.8% | 75.1%-16.3pp | 81.6%-22.8pp | 70.8%-12.0pp |
| Annual return | 17.57% | 23.61%-6.0pp | 12.94%+4.6pp | 17.84%-0.3pp |
| Employer contribution / active EE | $1,363 | $3,136-56.5% | $5,216-73.9% | $2,790-51.2% |
| Participant deferral / active EE | $2,031 | $4,556-55.4% | $6,191-67.2% | $4,249-52.2% |
| Admin fee / account holder | $2,685 | $12,753-78.9% | $21,981-87.8% | $8,951-70.0% |