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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 | $30,535 | $87,834-65.2% | $133,975-77.2% | $62,881-51.4% |
| Participation rate | 37.2% | 83.4%-46.2pp | 87.1%-49.9pp | 69.3%-32.1pp |
| Annual return | 9.45% | 12.05%-2.6pp | 29.29%-19.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,730 | $4,812-64.0% | $6,282-72.5% | $3,203-46.0% |
| Admin fee / account holder | $8,591 | $5,372+59.9% | $9,324-7.9% | $4,296+100.0% |