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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 | $18,611 | $79,557-76.6% | $118,746-84.3% | $70,126-73.5% |
| Participation rate | 49.3% | 71.4%-22.1pp | 78.3%-29.0pp | 69.5%-20.3pp |
| Annual return | 24.47% | 25.64%-1.2pp | 24.54%-0.1pp | 73.15%-48.7pp |
| Employer contribution / active EE | $1,665 | $2,861-41.8% | $4,193-60.3% | $2,343-28.9% |
| Participant deferral / active EE | $2,690 | $4,089-34.2% | $5,332-49.6% | $3,332-19.3% |
| Admin fee / account holder | $1,052 | $5,374-80.4% | $10,720-90.2% | $4,645-77.3% |