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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 | $138,385-76.4% | $184,243-82.3% | $80,925-59.7% |
| Participation rate | 54.3% | 83.9%-29.6pp | 86.8%-32.5pp | 67.7%-13.4pp |
| Annual return | 11.68% | 20.02%-8.3pp | 28.82%-17.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,869 | $4,851-61.5% | $6,427-70.9% | $2,756-32.2% |
| Participant deferral / active EE | $2,964 | $7,075-58.1% | $9,132-67.5% | $4,299-31.0% |
| Admin fee / account holder | $5,028 | $10,489-52.1% | $13,914-63.9% | $6,940-27.5% |