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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 | $138,393-87.6% | $184,256-90.7% | $80,959-78.8% |
| Participation rate | 46.3% | 83.9%-37.6pp | 86.8%-40.6pp | 67.7%-21.4pp |
| Annual return | 15.26% | 20.01%-4.7pp | 28.85%-13.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,943 | $4,847-59.9% | $6,427-69.8% | $2,757-29.5% |
| Participant deferral / active EE | $1,592 | $7,076-77.5% | $9,133-82.6% | $4,300-63.0% |
| Admin fee / account holder | $2,425 | $10,489-76.9% | $13,899-82.6% | $6,925-65.0% |