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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 | $18,136 | $93,346-80.6% | $71,796-74.7% | $273,970-93.4% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 12.88% | 130.39%-117.5pp | 78.04%-65.2pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,591 | $2,733-41.8% | $1,924-17.3% | $4,869-67.3% |
| Participant deferral / active EE | $1,807 | $3,475-48.0% | $2,794-35.3% | $5,287-65.8% |
| Admin fee / account holder | $1,349 | $6,571-79.5% | $4,815-72.0% | $10,132-86.7% |