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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 | $18,140 | $48,364-62.5% | $71,796-74.7% | $62,881-71.2% |
| Participation rate | 56.4% | 60.6%-4.2pp | 69.1%-12.7pp | 69.3%-12.9pp |
| Annual return | 5.96% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $632 | $1,042-39.3% | $1,924-67.2% | $2,281-72.3% |
| Participant deferral / active EE | $969 | $2,091-53.7% | $2,794-65.3% | $3,203-69.7% |
| Admin fee / account holder | $426 | $3,771-88.7% | $4,815-91.2% | $4,296-90.1% |