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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 | $29,888 | $146,267-79.6% | $197,124-84.8% | $82,448-63.7% |
| Participation rate | 65.1% | 84.0%-18.9pp | 86.7%-21.6pp | 68.1%-3.0pp |
| Annual return | 14.50% | 29.61%-15.1pp | 44.34%-29.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,993 | $4,723-57.8% | $6,227-68.0% | $2,551-21.9% |
| Participant deferral / active EE | $2,339 | $7,035-66.8% | $9,135-74.4% | $4,139-43.5% |
| Admin fee / account holder | $11,750 | $14,422-18.5% | $16,298-27.9% | $7,234+62.4% |