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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 | $32,337 | $105,284-69.3% | $150,734-78.5% | $94,015-65.6% |
| Participation rate | 46.7% | 71.7%-25.1pp | 78.4%-31.8pp | 70.8%-24.2pp |
| Annual return | 16.02% | 15.67%+0.3pp | 600.81%-584.8pp | 17.84%-1.8pp |
| Employer contribution / active EE | $1,261 | $3,599-65.0% | $4,918-74.4% | $2,790-54.8% |
| Participant deferral / active EE | $1,303 | $4,274-69.5% | $5,610-76.8% | $4,249-69.3% |
| Admin fee / account holder | $2,129 | $9,839-78.4% | $14,905-85.7% | $8,951-76.2% |