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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 | $15,783 | $171,867-90.8% | $149,721-89.5% | $147,586-89.3% |
| Participation rate | 52.2% | 88.2%-36.0pp | 87.1%-34.9pp | 82.8%-30.7pp |
| Annual return | 15.21% | 2113.36%-2098.2pp | 1501.67%-1486.5pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,501 | $7,270-65.6% | $6,568-61.9% | $5,439-54.0% |
| Admin fee / account holder | $6,167 | $13,799-55.3% | $11,282-45.3% | $10,886-43.3% |