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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 | $6,054 | $102,595-94.1% | $94,057-93.6% | $154,746-96.1% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 10.48% | 583.42%-572.9pp | 480.62%-470.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,640 | $3,147-47.9% | $2,933-44.1% | $4,379-62.6% |
| Participant deferral / active EE | $1,014 | $5,118-80.2% | $4,709-78.5% | $6,730-84.9% |
| Admin fee / account holder | $2,885 | $7,736-62.7% | $7,244-60.2% | $14,365-79.9% |