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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 | $4,323 | $67,411-93.6% | $91,004-95.2% | $70,126-93.8% |
| Participation rate | 46.7% | 71.4%-24.7pp | 75.6%-28.9pp | 69.5%-22.9pp |
| Annual return | 38.13% | -40.16%+78.3pp | 4.60%+33.5pp | 73.15%-35.0pp |
| Employer contribution / active EE | $778 | $1,786-56.5% | $2,456-68.3% | $2,343-66.8% |
| Participant deferral / active EE | $1,447 | $2,823-48.7% | $3,548-59.2% | $3,332-56.6% |
| Admin fee / account holder | $461 | $4,236-89.1% | $5,417-91.5% | $4,645-90.1% |