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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 | $9,653 | $63,346-84.8% | $92,240-89.5% | $70,126-86.2% |
| Participation rate | 67.9% | 68.7%-0.8pp | 76.5%-8.6pp | 69.5%-1.7pp |
| Annual return | 17.66% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,028 | $2,471-58.4% | $3,680-72.1% | $2,343-56.1% |
| Participant deferral / active EE | $1,618 | $2,854-43.3% | $3,897-58.5% | $3,332-51.4% |
| Admin fee / account holder | $3,257 | $3,841-15.2% | $5,194-37.3% | $4,645-29.9% |