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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 | $34,089 | $83,045-59.0% | $130,026-73.8% | $71,495-52.3% |
| Participation rate | 45.2% | 74.1%-28.9pp | 78.5%-33.3pp | 67.9%-22.7pp |
| Annual return | 28.38% | 20.61%+7.8pp | -137.26%+165.6pp | 28.85%-0.5pp |
| Employer contribution / active EE | $1,139 | $2,623-56.6% | $4,321-73.7% | $2,589-56.0% |
| Participant deferral / active EE | $1,996 | $4,436-55.0% | $5,821-65.7% | $4,291-53.5% |
| Admin fee / account holder | $723 | $1,727-58.1% | $10,608-93.2% | $1,588-54.4% |