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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 | $30,104 | $97,648-69.2% | $121,663-75.3% | $87,485-65.6% |
| Participation rate | 29.0% | 70.5%-41.4pp | 74.5%-45.5pp | 68.9%-39.9pp |
| Annual return | 12.93% | 18.03%-5.1pp | 147.54%-134.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,055 | $3,923-73.1% | $4,887-78.4% | $4,274-75.3% |
| Admin fee / account holder | $1,087 | $11,100-90.2% | $14,289-92.4% | $7,775-86.0% |