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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 | $14,127 | $46,877-69.9% | $122,354-88.5% | $70,126-79.9% |
| Participation rate | 34.4% | 58.2%-23.8pp | 71.6%-37.2pp | 69.5%-35.1pp |
| Annual return | 16.56% | 24.22%-7.7pp | 30.28%-13.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $501 | $1,288-61.1% | $4,051-87.6% | $2,343-78.6% |
| Participant deferral / active EE | $1,015 | $2,167-53.1% | $3,287-69.1% | $3,332-69.5% |
| Admin fee / account holder | $844 | $3,324-74.6% | $5,479-84.6% | $4,645-81.8% |