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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 | $9,417 | $73,955-87.3% | $96,520-90.2% | $75,181-87.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 15.30% | 26.72%-11.4pp | 35.72%-20.4pp | 160.69%-145.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,992 | $3,659-45.6% | $4,879-59.2% | $4,126-51.7% |
| Admin fee / account holder | $701 | $5,217-86.6% | $6,733-89.6% | $5,650-87.6% |