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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 | $26,778 | $171,867-84.4% | $149,721-82.1% | $147,586-81.9% |
| Participation rate | 61.1% | 88.2%-27.1pp | 87.1%-26.0pp | 82.8%-21.7pp |
| Annual return | 57.25% | 2113.36%-2056.1pp | 1501.67%-1444.4pp | 578.59%-521.3pp |
| Employer contribution / active EE | $1,480 | $6,275-76.4% | $5,444-72.8% | $4,876-69.6% |
| Participant deferral / active EE | $1,515 | $7,270-79.2% | $6,568-76.9% | $5,439-72.1% |
| Admin fee / account holder | $4,476 | $13,799-67.6% | $11,282-60.3% | $10,886-58.9% |