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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 | $9,388 | $159,934-94.1% | $147,005-93.6% | $145,959-93.6% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.2%-66.8pp | 80.3%-64.9pp |
| Annual return | 21.12% | 98.24%-77.1pp | 418.76%-397.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,469 | $8,427-70.7% | $8,070-69.4% | $6,689-63.1% |
| Admin fee / account holder | $22,136 | $15,053+47.1% | $13,006+70.2% | $13,398+65.2% |