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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 | $15,273 | $171,867-91.1% | $149,721-89.8% | $147,586-89.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 13.06% | 2113.36%-2100.3pp | 1501.67%-1488.6pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,487 | $7,270-79.5% | $6,568-77.4% | $5,439-72.7% |
| Admin fee / account holder | $4,784 | $13,799-65.3% | $11,282-57.6% | $10,886-56.1% |