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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 | $97,550-63.7% | $120,344-70.6% | $87,485-59.5% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.7%-24.9pp | 68.9%-17.1pp |
| Annual return | 16.17% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,346 | $2,291-41.3% | $3,020-55.4% | $2,596-48.2% |
| Participant deferral / active EE | $1,818 | $4,230-57.0% | $5,135-64.6% | $4,274-57.5% |
| Admin fee / account holder | $1,269 | $9,543-86.7% | $12,742-90.0% | $7,775-83.7% |