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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 | $12,234 | $135,956-91.0% | $123,894-90.1% | $273,972-95.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 89.17% | 56.63%+32.5pp | 47.52%+41.7pp | 41.46%+47.7pp |
| Employer contribution / active EE | $1,983 | $5,170-61.6% | $4,617-57.0% | $4,869-59.3% |
| Participant deferral / active EE | $3,177 | $6,343-49.9% | $5,984-46.9% | $5,287-39.9% |
| Admin fee / account holder | $1,911 | $9,817-80.5% | $8,357-77.1% | $10,133-81.1% |