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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 | $32,060 | $81,777-60.8% | $148,496-78.4% | $69,733-54.0% |
| Participation rate | 29.2% | 70.9%-41.7pp | 76.0%-46.9pp | 62.5%-33.3pp |
| Annual return | 12.17% | 14.38%-2.2pp | 12.33%-0.2pp | 15.22%-3.1pp |
| Employer contribution / active EE | $0 | $2,488-100.0% | $3,497-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,350 | $3,367-59.9% | $4,808-71.9% | $3,054-55.8% |
| Admin fee / account holder | $4,530 | $2,991+51.5% | $19,547-76.8% | $3,102+46.0% |