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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 | $31,488 | $98,547-68.0% | $216,567-85.5% | $69,733-54.8% |
| Participation rate | 42.2% | 68.4%-26.1pp | 81.6%-39.4pp | 62.5%-20.2pp |
| Annual return | 14.32% | 14.25%+0.1pp | 12.94%+1.4pp | 15.22%-0.9pp |
| Employer contribution / active EE | $622 | $2,660-76.6% | $5,216-88.1% | $2,250-72.4% |
| Participant deferral / active EE | $901 | $3,496-74.2% | $6,191-85.4% | $3,054-70.5% |
| Admin fee / account holder | $2,401 | $4,094-41.3% | $21,981-89.1% | $3,102-22.6% |