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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 | $27,484 | $198,457-86.2% | $170,435-83.9% | $147,586-81.4% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 19.03% | 257.30%-238.3pp | 205.94%-186.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $689 | $5,629-87.8% | $4,939-86.1% | $5,439-87.3% |
| Admin fee / account holder | $502 | $16,852-97.0% | $13,881-96.4% | $10,886-95.4% |