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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 | $35,068 | $143,969-75.6% | $199,883-82.5% | $82,637-57.6% |
| Participation rate | 48.9% | 84.1%-35.2pp | 86.8%-37.8pp | 68.1%-19.1pp |
| Annual return | 19.20% | 25.67%-6.5pp | 43.81%-24.6pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,625 | $4,632-64.9% | $6,261-74.0% | $2,552-36.3% |
| Participant deferral / active EE | $3,086 | $6,937-55.5% | $9,138-66.2% | $4,126-25.2% |
| Admin fee / account holder | $6,779 | $14,597-53.6% | $17,268-60.7% | $7,339-7.6% |