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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 | $13,792 | $65,027-78.8% | $90,970-84.8% | $79,852-82.7% |
| Participation rate | 37.9% | 61.6%-23.7pp | 69.0%-31.1pp | 69.6%-31.8pp |
| Annual return | 20.71% | 30.45%-9.7pp | 134.58%-113.9pp | 31.72%-11.0pp |
| Employer contribution / active EE | $509 | $1,247-59.2% | $2,122-76.0% | $2,471-79.4% |
| Participant deferral / active EE | $1,427 | $2,512-43.2% | $3,373-57.7% | $3,740-61.9% |
| Admin fee / account holder | $504 | $4,535-88.9% | $5,960-91.6% | $5,306-90.5% |