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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 | $16,128 | $160,040-89.9% | $147,096-89.0% | $145,877-88.9% |
| Participation rate | 13.3% | 84.0%-70.7pp | 82.2%-68.8pp | 80.3%-67.0pp |
| Annual return | 10.83% | 98.49%-87.7pp | 419.75%-408.9pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,835 | $8,429-66.4% | $8,071-64.9% | $6,691-57.6% |
| Admin fee / account holder | $9,745 | $15,050-35.2% | $13,005-25.1% | $13,402-27.3% |