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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 | $114,712-69.1% | $173,730-79.6% | $87,485-59.5% |
| Participation rate | 58.8% | 73.0%-14.2pp | 79.6%-20.7pp | 68.9%-10.1pp |
| Annual return | 17.57% | 20.18%-2.6pp | 19.96%-2.4pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,363 | $2,904-53.1% | $4,577-70.2% | $2,596-47.5% |
| Participant deferral / active EE | $2,031 | $4,642-56.2% | $6,326-67.9% | $4,274-52.5% |
| Admin fee / account holder | $2,685 | $10,210-73.7% | $17,523-84.7% | $7,775-65.5% |