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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 | $9,368 | $64,920-85.6% | $103,693-91.0% | $86,983-89.2% |
| Participation rate | 64.9% | 63.6%+1.3pp | 72.6%-7.8pp | 69.5%-4.7pp |
| Annual return | 16.19% | 30.29%-14.1pp | 47.61%-31.4pp | 25.83%-9.6pp |
| Employer contribution / active EE | $537 | $2,141-74.9% | $2,920-81.6% | $2,584-79.2% |
| Participant deferral / active EE | $1,396 | $3,241-56.9% | $4,579-69.5% | $4,194-66.7% |
| Admin fee / account holder | $300 | $6,191-95.2% | $7,858-96.2% | $7,856-96.2% |