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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 | $9,061 | $49,249-81.6% | $70,476-87.1% | $79,852-88.7% |
| Participation rate | 60.7% | 69.2%-8.4pp | 75.1%-14.3pp | 69.6%-8.9pp |
| Annual return | 33.65% | 30.09%+3.6pp | 109.12%-75.5pp | 31.72%+1.9pp |
| Employer contribution / active EE | $547 | $2,100-74.0% | $2,738-80.0% | $2,471-77.9% |
| Participant deferral / active EE | $1,005 | $2,769-63.7% | $3,710-72.9% | $3,740-73.1% |
| Admin fee / account holder | $1,209 | $2,878-58.0% | $3,847-68.6% | $5,306-77.2% |