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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 | $20,375 | $150,447-86.5% | $136,298-85.1% | $147,586-86.2% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 11.42% | 1049.15%-1037.7pp | 5156.27%-5144.8pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,018 | $5,256-80.6% | $4,696-78.3% | $4,876-79.1% |
| Participant deferral / active EE | $1,932 | $6,631-70.9% | $6,247-69.1% | $5,439-64.5% |
| Admin fee / account holder | $15,338 | $10,906+40.6% | $9,244+65.9% | $10,886+40.9% |