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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 | $17,267 | $46,877-63.2% | $122,354-85.9% | $70,126-75.4% |
| Participation rate | 64.6% | 58.2%+6.4pp | 71.6%-7.1pp | 69.5%-5.0pp |
| Annual return | 16.64% | 24.22%-7.6pp | 30.28%-13.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $601 | $1,288-53.4% | $4,051-85.2% | $2,343-74.4% |
| Participant deferral / active EE | $1,572 | $2,167-27.5% | $3,287-52.2% | $3,332-52.8% |
| Admin fee / account holder | $1,656 | $3,324-50.2% | $5,479-69.8% | $4,645-64.3% |