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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 | $4,865 | $125,778-96.1% | $114,563-95.8% | $154,746-96.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.9%-47.9pp | 80.7%-55.7pp |
| Annual return | 7.66% | 295.14%-287.5pp | 241.09%-233.4pp | 172.34%-164.7pp |
| Employer contribution / active EE | $480 | $2,806-82.9% | $2,592-81.5% | $4,379-89.0% |
| Participant deferral / active EE | $2,400 | $4,445-46.0% | $4,142-42.1% | $6,730-64.3% |
| Admin fee / account holder | $18,800 | $8,190+129.5% | $7,623+146.6% | $14,365+30.9% |