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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 | $12,842 | $88,360-85.5% | $145,433-91.2% | $67,986-81.1% |
| Participation rate | 28.8% | 65.5%-36.7pp | 82.1%-53.3pp | 57.2%-28.4pp |
| Annual return | 138.66% | 63.15%+75.5pp | 66.58%+72.1pp | 31.67%+107.0pp |
| Employer contribution / active EE | $916 | $3,054-70.0% | $4,554-79.9% | $2,019-54.6% |
| Participant deferral / active EE | $2,412 | $5,932-59.3% | $7,897-69.5% | $3,358-28.2% |
| Admin fee / account holder | $6,057 | $3,313+82.8% | $13,129-53.9% | $3,203+89.1% |