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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 | $31,785 | $171,867-81.5% | $149,721-78.8% | $147,586-78.5% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 12.29% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,143 | $7,270-84.3% | $6,568-82.6% | $5,439-79.0% |
| Admin fee / account holder | $496 | $13,799-96.4% | $11,282-95.6% | $10,886-95.4% |