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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 | $16,129 | $72,273-77.7% | $101,275-84.1% | $79,856-79.8% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 21.43% | 22.30%-0.9pp | 46.48%-25.0pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,100 | $2,691-22.0% | $3,660-42.6% | $2,471-15.0% |
| Participant deferral / active EE | $3,959 | $3,282+20.6% | $4,371-9.4% | $3,741+5.8% |
| Admin fee / account holder | $620 | $4,401-85.9% | $5,948-89.6% | $5,306-88.3% |