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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 | $21,101 | $150,447-86.0% | $136,298-84.5% | $147,586-85.7% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 11.56% | 1049.15%-1037.6pp | 5156.27%-5144.7pp | 578.59%-567.0pp |
| Employer contribution / active EE | $1,885 | $5,256-64.1% | $4,696-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $2,067 | $6,631-68.8% | $6,247-66.9% | $5,439-62.0% |
| Admin fee / account holder | $7,118 | $10,906-34.7% | $9,244-23.0% | $10,886-34.6% |