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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 | $17,186 | $138,385-87.6% | $184,200-90.7% | $80,874-78.7% |
| Participation rate | 46.3% | 83.9%-37.6pp | 86.8%-40.6pp | 67.6%-21.4pp |
| Annual return | 15.26% | 20.02%-4.8pp | 28.80%-13.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,943 | $4,849-59.9% | $6,424-69.8% | $2,756-29.5% |
| Participant deferral / active EE | $1,592 | $7,073-77.5% | $9,132-82.6% | $4,297-63.0% |
| Admin fee / account holder | $2,425 | $10,483-76.9% | $13,907-82.6% | $6,935-65.0% |