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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 | $12,576 | $209,336-94.0% | $197,124-93.6% | $137,256-90.8% |
| Participation rate | 36.8% | 87.3%-50.5pp | 86.7%-49.9pp | 80.0%-43.1pp |
| Annual return | 14.46% | 48.09%-33.6pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,307 | $9,614-55.2% | $9,135-52.9% | $6,407-32.8% |
| Admin fee / account holder | $24,147 | $17,308+39.5% | $16,298+48.2% | $12,270+96.8% |