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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 | $28,374 | $209,888-86.5% | $189,545-85.0% | $167,553-83.1% |
| Participation rate | 64.3% | 88.7%-24.4pp | 87.8%-23.5pp | 82.1%-17.8pp |
| Annual return | 11.97% | 748.66%-736.7pp | 555.36%-543.4pp | 478.89%-466.9pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,471 | $8,934-72.3% | $8,220-69.9% | $6,343-61.0% |
| Admin fee / account holder | $2,356 | $14,300-83.5% | $12,049-80.4% | $12,316-80.9% |