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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 | $7,158 | $63,773-88.8% | $81,286-91.2% | $80,925-91.2% |
| Participation rate | 47.1% | 63.9%-16.8pp | 69.5%-22.4pp | 67.7%-20.5pp |
| Annual return | 12.90% | 16.37%-3.5pp | 24.80%-11.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $836 | $1,979-57.8% | $2,463-66.1% | $2,756-69.7% |
| Participant deferral / active EE | $1,066 | $3,093-65.5% | $3,883-72.5% | $4,299-75.2% |
| Admin fee / account holder | $423 | $5,682-92.6% | $5,764-92.7% | $6,940-93.9% |