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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 | $11,397 | $183,627-93.8% | $155,602-92.7% | $145,978-92.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 13.90% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,401 | $6,466-78.3% | $5,629-75.1% | $6,690-79.1% |
| Admin fee / account holder | $12,759 | $19,327-34.0% | $15,923-19.9% | $13,400-4.8% |