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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 | $2 | $154,754-100.0% | $124,206-100.0% | $138,895-100.0% |
| Participation rate | 7.1% | 75.5%-68.3pp | 69.6%-62.4pp | 79.9%-72.8pp |
| Annual return | 10.73% | 709.28%-698.5pp | 515.27%-504.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $98 | $4,446-97.8% | $3,540-97.2% | $4,194-97.7% |
| Participant deferral / active EE | $107 | $4,621-97.7% | $3,968-97.3% | $6,396-98.3% |
| Admin fee / account holder | $8,427 | $6,690+26.0% | $5,929+42.1% | $12,562-32.9% |