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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 | $14,120 | $52,306-73.0% | $69,779-79.8% | $62,881-77.5% |
| Participation rate | 50.0% | 67.2%-17.2pp | 71.8%-21.8pp | 69.3%-19.3pp |
| Annual return | 7.94% | 13.35%-5.4pp | 12.99%-5.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,031 | $1,799-42.7% | $2,338-55.9% | $2,281-54.8% |
| Participant deferral / active EE | $1,902 | $2,395-20.6% | $2,931-35.1% | $3,203-40.6% |
| Admin fee / account holder | $618 | $3,691-83.3% | $4,381-85.9% | $4,296-85.6% |