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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 | $12,136 | $148,623-91.8% | $135,974-91.1% | $139,466-91.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 59.94% | 79.30%-19.4pp | 68.30%-8.4pp | 373.66%-313.7pp |
| Employer contribution / active EE | $1,373 | $5,246-73.8% | $4,859-71.7% | $4,754-71.1% |
| Participant deferral / active EE | $3,502 | $8,103-56.8% | $7,760-54.9% | $6,712-47.8% |
| Admin fee / account holder | $2,917 | $12,406-76.5% | $10,767-72.9% | $11,409-74.4% |