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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 | $8,172 | $202,460-96.0% | $169,385-95.2% | $139,456-94.1% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.2%-60.5pp | 80.3%-63.7pp |
| Annual return | 12.20% | 532.07%-519.9pp | 405.82%-393.6pp | 373.45%-361.3pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $754 | $6,938-89.1% | $6,221-87.9% | $6,711-88.8% |
| Admin fee / account holder | $711 | $10,719-93.4% | $9,011-92.1% | $11,407-93.8% |