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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 | $20,484 | $289,211-92.9% | $260,467-92.1% | $198,609-89.7% |
| Participation rate | 60.0% | 83.1%-23.1pp | 80.5%-20.5pp | 82.4%-22.4pp |
| Annual return | 8.03% | 112.90%-104.9pp | 100.60%-92.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $6,264 | $4,663+34.3% | $4,239+47.8% | $5,055+23.9% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,961 | $16,236-32.5% | $15,461-29.1% | $19,030-42.4% |