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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5 | $174,379-100.0% | $152,093-100.0% | $138,895-100.0% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 22.66% | 74.86%-52.2pp | 66.36%-43.7pp | 145.39%-122.7pp |
| Employer contribution / active EE | $2,097 | $4,652-54.9% | $4,175-49.8% | $4,194-50.0% |
| Participant deferral / active EE | $7,833 | $6,159+27.2% | $5,451+43.7% | $6,396+22.5% |
| Admin fee / account holder | $32,618 | $16,880+93.2% | $14,497+125.0% | $12,562+159.7% |