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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 | $18,124 | $150,447-88.0% | $136,298-86.7% | $147,586-87.7% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 76.17% | 1049.15%-973.0pp | 5156.27%-5080.1pp | 578.59%-502.4pp |
| Employer contribution / active EE | $1,025 | $5,256-80.5% | $4,696-78.2% | $4,876-79.0% |
| Participant deferral / active EE | $1,533 | $6,631-76.9% | $6,247-75.5% | $5,439-71.8% |
| Admin fee / account holder | $732 | $10,906-93.3% | $9,244-92.1% | $10,886-93.3% |