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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 | $25,591 | $95,453-73.2% | $112,040-77.2% | $82,448-69.0% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.5%-28.1pp | 68.1%-19.7pp |
| Annual return | 15.51% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,069 | $2,318-53.9% | $2,954-63.8% | $2,551-58.1% |
| Participant deferral / active EE | $1,784 | $4,224-57.8% | $5,098-65.0% | $4,139-56.9% |
| Admin fee / account holder | $2,755 | $9,013-69.4% | $12,098-77.2% | $7,234-61.9% |