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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 | $20,077 | $83,002-75.8% | $98,090-79.5% | $64,097-68.7% |
| Participation rate | 48.6% | 75.0%-26.5pp | 81.5%-33.0pp | 55.2%-6.6pp |
| Annual return | 20.04% | 38.51%-18.5pp | 37.05%-17.0pp | 34.64%-14.6pp |
| Employer contribution / active EE | $1,009 | $2,749-63.3% | $3,606-72.0% | $1,891-46.7% |
| Participant deferral / active EE | $1,916 | $6,787-71.8% | $7,845-75.6% | $3,080-37.8% |
| Admin fee / account holder | $4,329 | $3,015+43.6% | $11,815-63.4% | $3,454+25.3% |