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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 | $37,277 | $91,760-59.4% | $156,181-76.1% | $67,986-45.2% |
| Participation rate | 34.1% | 65.0%-30.9pp | 78.8%-44.7pp | 57.2%-23.1pp |
| Annual return | 17.24% | 18.14%-0.9pp | 64.87%-47.6pp | 31.67%-14.4pp |
| Employer contribution / active EE | $766 | $2,419-68.3% | $4,294-82.2% | $2,019-62.1% |
| Participant deferral / active EE | $1,583 | $3,960-60.0% | $6,132-74.2% | $3,358-52.9% |
| Admin fee / account holder | $3,512 | $3,949-11.1% | $14,586-75.9% | $3,203+9.6% |