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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 | $24,200 | $201,372-88.0% | $184,260-86.9% | $145,884-83.4% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 23.55% | 29.04%-5.5pp | 28.84%-5.3pp | 551.85%-528.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,150 | $9,808+3.5% | $9,133+11.1% | $6,690+51.7% |
| Admin fee / account holder | $962 | $16,362-94.1% | $13,898-93.1% | $13,392-92.8% |