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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 | $22,205 | $95,404-76.7% | $113,397-80.4% | $82,637-73.1% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.5%-11.5pp | 68.1%-3.1pp |
| Annual return | 21.26% | 19.08%+2.2pp | 23.20%-1.9pp | 53.51%-32.2pp |
| Employer contribution / active EE | $1,174 | $2,307-49.1% | $2,977-60.6% | $2,552-54.0% |
| Participant deferral / active EE | $3,092 | $4,220-26.7% | $5,076-39.1% | $4,126-25.1% |
| Admin fee / account holder | $2,036 | $9,168-77.8% | $11,957-83.0% | $7,339-72.3% |