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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 | $35,395 | $100,194-64.7% | $122,979-71.2% | $86,983-59.3% |
| Participation rate | 51.9% | 73.0%-21.1pp | 77.2%-25.3pp | 69.5%-17.7pp |
| Annual return | 16.17% | 16.47%-0.3pp | 20.12%-3.9pp | 25.83%-9.7pp |
| Employer contribution / active EE | $1,346 | $2,326-42.1% | $3,062-56.1% | $2,584-47.9% |
| Participant deferral / active EE | $1,818 | $4,133-56.0% | $5,003-63.7% | $4,194-56.6% |
| Admin fee / account holder | $1,269 | $10,148-87.5% | $12,864-90.1% | $7,856-83.8% |