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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 | $32,727 | $104,098-68.6% | $140,514-76.7% | $94,015-65.2% |
| Participation rate | 43.8% | 73.7%-29.9pp | 77.8%-34.0pp | 70.8%-27.0pp |
| Annual return | 11.32% | 15.14%-3.8pp | 14.36%-3.0pp | 17.84%-6.5pp |
| Employer contribution / active EE | $732 | $2,388-69.3% | $3,378-78.3% | $2,790-73.8% |
| Participant deferral / active EE | $1,465 | $4,033-63.7% | $4,919-70.2% | $4,249-65.5% |
| Admin fee / account holder | $7,204 | $10,439-31.0% | $13,697-47.4% | $8,951-19.5% |