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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 | $8,494 | $154,228-94.5% | $145,433-94.2% | $137,256-93.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 1433.21% | 74.59%+1358.6pp | 66.58%+1366.6pp | 220.34%+1212.9pp |
| Employer contribution / active EE | $1,315 | $4,804-72.6% | $4,554-71.1% | $4,156-68.4% |
| Participant deferral / active EE | $1,593 | $8,216-80.6% | $7,897-79.8% | $6,407-75.1% |
| Admin fee / account holder | $454 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |