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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 | $38,781 | $138,393-72.0% | $184,256-79.0% | $80,959-52.1% |
| Participation rate | 45.6% | 83.9%-38.3pp | 86.8%-41.2pp | 67.7%-22.1pp |
| Annual return | 16.98% | 20.01%-3.0pp | 28.85%-11.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,587 | $4,847-67.3% | $6,427-75.3% | $2,757-42.4% |
| Participant deferral / active EE | $2,487 | $7,076-64.9% | $9,133-72.8% | $4,300-42.2% |
| Admin fee / account holder | $915 | $10,489-91.3% | $13,899-93.4% | $6,925-86.8% |