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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $12,194 | $142,354-91.4% | $125,529-90.3% | $155,188-92.1% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.7%-74.7pp | 80.8%-80.8pp |
| Annual return | 15.94% | 306.06%-290.1pp | 202.56%-186.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $479 | $3,501-86.3% | $3,058-84.3% | $4,248-88.7% |
| Participant deferral / active EE | $3,401 | $5,491-38.1% | $4,813-29.3% | $6,531-47.9% |
| Admin fee / account holder | $1,772 | $19,392-90.9% | $16,298-89.1% | $14,480-87.8% |