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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 | $29,277 | $86,949-66.3% | $102,460-71.4% | $80,959-63.8% |
| Participation rate | 43.1% | 72.4%-29.2pp | 76.5%-33.4pp | 67.7%-24.5pp |
| Annual return | 15.83% | 18.89%-3.1pp | 29.47%-13.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,136 | $2,370-52.0% | $3,025-62.4% | $2,757-58.8% |
| Participant deferral / active EE | $1,703 | $4,121-58.7% | $5,056-66.3% | $4,300-60.4% |
| Admin fee / account holder | $3,279 | $8,048-59.2% | $9,460-65.3% | $6,925-52.6% |