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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 | $23,786 | $196,972-87.9% | $182,262-86.9% | $198,609-88.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 12.46% | 158.27%-145.8pp | 140.60%-128.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $33,374 | $8,643+286.2% | $8,276+303.2% | $6,977+378.4% |
| Admin fee / account holder | $16,188 | $18,429-12.2% | $16,712-3.1% | $19,030-14.9% |