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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 | $10,166 | $150,447-93.2% | $136,298-92.5% | $147,586-93.1% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 25.93% | 1049.15%-1023.2pp | 5156.27%-5130.3pp | 578.59%-552.7pp |
| Employer contribution / active EE | $1,136 | $5,256-78.4% | $4,696-75.8% | $4,876-76.7% |
| Participant deferral / active EE | $1,496 | $6,631-77.4% | $6,247-76.1% | $5,439-72.5% |
| Admin fee / account holder | $1,211 | $10,906-88.9% | $9,244-86.9% | $10,886-88.9% |