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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 | $7,327 | $77,920-90.6% | $149,723-95.1% | $75,177-90.3% |
| Participation rate | 49.1% | 65.6%-16.5pp | 78.8%-29.7pp | 67.2%-18.1pp |
| Annual return | 28.04% | 31.72%-3.7pp | 134.50%-106.5pp | 160.75%-132.7pp |
| Employer contribution / active EE | $1,314 | $3,138-58.1% | $4,821-72.7% | $2,671-50.8% |
| Participant deferral / active EE | $1,714 | $3,411-49.8% | $5,682-69.8% | $4,126-58.5% |
| Admin fee / account holder | $425 | $5,951-92.8% | $13,215-96.8% | $5,651-92.5% |