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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 | $160,070-92.9% | $147,117-92.3% | $145,897-92.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 425.45% | 98.69%+326.8pp | 420.54%+4.9pp | 552.29%-126.8pp |
| Employer contribution / active EE | $1,663 | $5,285-68.5% | $4,932-66.3% | $4,663-64.3% |
| Participant deferral / active EE | $1,883 | $8,419-77.6% | $8,065-76.6% | $6,689-71.8% |
| Admin fee / account holder | $993 | $15,035-93.4% | $12,993-92.4% | $13,390-92.6% |