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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 | $12,768 | $162,136-92.1% | $152,301-91.6% | $154,746-91.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 20.90% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,423 | $4,890-70.9% | $4,624-69.2% | $4,379-67.5% |
| Participant deferral / active EE | $3,695 | $8,341-55.7% | $8,004-53.8% | $6,730-45.1% |
| Admin fee / account holder | $363 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |