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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 | $13,807 | $80,812-82.9% | $160,784-91.4% | $82,448-83.3% |
| Participation rate | 56.3% | 66.2%-10.0pp | 77.0%-20.7pp | 68.1%-11.8pp |
| Annual return | 33.50% | 100.59%-67.1pp | 1803.92%-1770.4pp | 41.64%-8.1pp |
| Employer contribution / active EE | $1,122 | $2,174-48.4% | $3,733-69.9% | $2,551-56.0% |
| Participant deferral / active EE | $2,028 | $4,335-53.2% | $6,293-67.8% | $4,139-51.0% |
| Admin fee / account holder | $405 | $7,695-94.7% | $9,717-95.8% | $7,234-94.4% |