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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 | $31,327 | $209,847-85.1% | $189,520-83.5% | $167,518-81.3% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 27.82% | 748.45%-720.6pp | 555.25%-527.4pp | 478.71%-450.9pp |
| Employer contribution / active EE | $5,748 | $6,913-16.9% | $6,161-6.7% | $4,838+18.8% |
| Participant deferral / active EE | $3,233 | $8,934-63.8% | $8,220-60.7% | $6,342-49.0% |
| Admin fee / account holder | $481 | $14,295-96.6% | $12,046-96.0% | $12,312-96.1% |