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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 | $15,165 | $106,923-85.8% | $84,023-82.0% | $152,909-90.1% |
| Participation rate | 41.7% | 75.3%-33.6pp | 69.0%-27.4pp | 82.5%-40.8pp |
| Annual return | 10.77% | 105.02%-94.2pp | 71.32%-60.5pp | 345.46%-334.7pp |
| Employer contribution / active EE | $472 | $2,735-82.8% | $1,984-76.2% | $4,764-90.1% |
| Participant deferral / active EE | $515 | $4,013-87.2% | $3,239-84.1% | $5,851-91.2% |
| Admin fee / account holder | $15,769 | $8,289+90.2% | $6,102+158.4% | $11,601+35.9% |