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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 | $11,975 | $175,257-93.2% | $149,717-92.0% | $139,456-91.4% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 18.95% | 166.70%-147.8pp | 134.41%-115.5pp | 373.45%-354.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,111 | $6,521-83.0% | $5,682-80.4% | $6,711-83.4% |
| Admin fee / account holder | $3,436 | $16,156-78.7% | $13,213-74.0% | $11,407-69.9% |