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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 | $45,037 | $149,446-69.9% | $256,809-82.5% | $94,015-52.1% |
| Participation rate | 69.2% | 85.3%-16.1pp | 88.5%-19.3pp | 70.8%-1.6pp |
| Annual return | 14.15% | 17.55%-3.4pp | 32.73%-18.6pp | 17.84%-3.7pp |
| Employer contribution / active EE | $1,744 | $4,596-62.0% | $7,263-76.0% | $2,790-37.5% |
| Participant deferral / active EE | $2,207 | $6,491-66.0% | $9,520-76.8% | $4,249-48.1% |
| Admin fee / account holder | $4,882 | $24,035-79.7% | $25,146-80.6% | $8,951-45.5% |