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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 | $7,044 | $183,516-96.2% | $155,534-95.5% | $145,884-95.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 11.54% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,267 | $5,315-76.2% | $4,675-72.9% | $4,662-72.8% |
| Participant deferral / active EE | $1,619 | $6,467-75.0% | $5,630-71.2% | $6,690-75.8% |
| Admin fee / account holder | $626 | $19,293-96.8% | $15,900-96.1% | $13,392-95.3% |