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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 | $32,920 | $254,759-87.1% | $216,567-84.8% | $198,609-83.4% |
| Participation rate | 36.4% | 84.5%-48.2pp | 81.6%-45.3pp | 82.4%-46.0pp |
| Annual return | 7.10% | 10.04%-2.9pp | 12.94%-5.8pp | 202.70%-195.6pp |
| Employer contribution / active EE | $1,687 | $6,096-72.3% | $5,216-67.7% | $5,055-66.6% |
| Participant deferral / active EE | $1,792 | $6,948-74.2% | $6,191-71.1% | $6,977-74.3% |
| Admin fee / account holder | $52,318 | $26,311+98.8% | $21,981+138.0% | $19,030+174.9% |