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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 | $33,807 | $97,550-65.3% | $120,344-71.9% | $87,485-61.4% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.7%-36.7pp | 68.9%-28.9pp |
| Annual return | 18.81% | 18.41%+0.4pp | 20.30%-1.5pp | 26.06%-7.2pp |
| Employer contribution / active EE | $933 | $2,291-59.3% | $3,020-69.1% | $2,596-64.1% |
| Participant deferral / active EE | $1,779 | $4,230-57.9% | $5,135-65.4% | $4,274-58.4% |
| Admin fee / account holder | $4,608 | $9,543-51.7% | $12,742-63.8% | $7,775-40.7% |