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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 | $16,101 | $156,398-89.7% | $147,318-89.1% | $138,895-88.4% |
| Participation rate | 45.8% | 83.8%-37.9pp | 82.1%-36.2pp | 79.9%-34.1pp |
| Annual return | 19.94% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,188 | $8,237-61.3% | $7,906-59.7% | $6,396-50.2% |
| Admin fee / account holder | $1,051 | $14,976-93.0% | $13,708-92.3% | $12,562-91.6% |