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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 | $8,079 | $150,447-94.6% | $136,298-94.1% | $147,586-94.5% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 32.31% | 1049.15%-1016.8pp | 5156.27%-5124.0pp | 578.59%-546.3pp |
| Employer contribution / active EE | $2,099 | $5,256-60.1% | $4,696-55.3% | $4,876-56.9% |
| Participant deferral / active EE | $1,852 | $6,631-72.1% | $6,247-70.3% | $5,439-65.9% |
| Admin fee / account holder | $1,392 | $10,906-87.2% | $9,244-84.9% | $10,886-87.2% |