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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 | $32,614 | $138,393-76.4% | $184,256-82.3% | $80,959-59.7% |
| Participation rate | 54.3% | 83.9%-29.6pp | 86.8%-32.5pp | 67.7%-13.4pp |
| Annual return | 11.68% | 20.01%-8.3pp | 28.85%-17.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,869 | $4,847-61.4% | $6,427-70.9% | $2,757-32.2% |
| Participant deferral / active EE | $2,964 | $7,076-58.1% | $9,133-67.5% | $4,300-31.1% |
| Admin fee / account holder | $5,028 | $10,489-52.1% | $13,899-63.8% | $6,925-27.4% |