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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 | $27,189 | $171,867-84.2% | $149,721-81.8% | $147,586-81.6% |
| Participation rate | 60.9% | 88.2%-27.3pp | 87.1%-26.2pp | 82.8%-22.0pp |
| Annual return | 9.41% | 2113.36%-2104.0pp | 1501.67%-1492.3pp | 578.59%-569.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,607 | $7,270-77.9% | $6,568-75.5% | $5,439-70.5% |
| Admin fee / account holder | $11,806 | $13,799-14.4% | $11,282+4.6% | $10,886+8.5% |