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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 | $11,337 | $159,934-92.9% | $147,005-92.3% | $145,959-92.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 425.45% | 98.24%+327.2pp | 418.76%+6.7pp | 561.95%-136.5pp |
| Employer contribution / active EE | $1,663 | $5,287-68.6% | $4,934-66.3% | $4,661-64.3% |
| Participant deferral / active EE | $1,883 | $8,427-77.7% | $8,070-76.7% | $6,689-71.8% |
| Admin fee / account holder | $993 | $15,053-93.4% | $13,006-92.4% | $13,398-92.6% |