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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 | $18,235 | $93,346-80.5% | $71,796-74.6% | $273,972-93.3% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 4.23% | 130.39%-126.2pp | 78.04%-73.8pp | 41.46%-37.2pp |
| Employer contribution / active EE | $940 | $2,733-65.6% | $1,924-51.2% | $4,869-80.7% |
| Participant deferral / active EE | $1,307 | $3,475-62.4% | $2,794-53.2% | $5,287-75.3% |
| Admin fee / account holder | $433 | $6,571-93.4% | $4,815-91.0% | $10,133-95.7% |