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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 | $1,422 | $202,440-99.3% | $169,390-99.2% | $139,466-99.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 12.69% | 532.36%-519.7pp | 406.07%-393.4pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,270 | $4,693-72.9% | $4,013-68.4% | $4,754-73.3% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,843 | $10,722+1.1% | $9,015+20.3% | $11,409-5.0% |