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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 | $16,285 | $89,364-81.8% | $141,177-88.5% | $72,983-77.7% |
| Participation rate | 40.7% | 75.1%-34.4pp | 82.5%-41.7pp | 69.5%-28.7pp |
| Annual return | 30.94% | 111.86%-80.9pp | 71.40%-40.5pp | 81.01%-50.1pp |
| Employer contribution / active EE | $700 | $3,115-77.5% | $4,736-85.2% | $2,440-71.3% |
| Participant deferral / active EE | $3,666 | $5,419-32.4% | $6,710-45.4% | $3,608+1.6% |
| Admin fee / account holder | $1,730 | $5,959-71.0% | $10,263-83.1% | $5,124-66.2% |