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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 | $6,574 | $134,817-95.1% | $123,973-94.7% | $155,188-95.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 9.80% | 515.49%-505.7pp | 388.13%-378.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,033 | $4,425-76.7% | $4,126-75.0% | $4,248-75.7% |
| Participant deferral / active EE | $1,634 | $5,706-71.4% | $5,247-68.9% | $6,531-75.0% |
| Admin fee / account holder | $88,059 | $13,245+564.8% | $11,799+646.3% | $14,480+508.2% |