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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 | $25,022 | $198,457-87.4% | $170,435-85.3% | $147,586-83.0% |
| Participation rate | 30.0% | 88.0%-58.0pp | 83.6%-53.6pp | 82.8%-52.8pp |
| Annual return | 27.75% | 257.30%-229.6pp | 205.94%-178.2pp | 578.59%-550.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,396 | $5,629-4.1% | $4,939+9.2% | $5,439-0.8% |
| Admin fee / account holder | $16,378 | $16,852-2.8% | $13,881+18.0% | $10,886+50.5% |