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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 | $19,253 | $80,983-76.2% | $96,544-80.1% | $75,177-74.4% |
| Participation rate | 65.0% | 71.8%-6.8pp | 76.0%-11.0pp | 67.2%-2.2pp |
| Annual return | 23.44% | 27.05%-3.6pp | 25.88%-2.4pp | 160.75%-137.3pp |
| Employer contribution / active EE | $1,094 | $2,282-52.1% | $2,966-63.1% | $2,671-59.1% |
| Participant deferral / active EE | $3,454 | $3,929-12.1% | $4,851-28.8% | $4,126-16.3% |
| Admin fee / account holder | $586 | $6,717-91.3% | $8,254-92.9% | $5,651-89.6% |