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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 | $25,106 | $67,602-62.9% | $82,312-69.5% | $70,126-64.2% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.9%-11.9pp | 69.5%-4.5pp |
| Annual return | 18.09% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,201 | $1,755-31.6% | $2,428-50.6% | $2,343-48.7% |
| Participant deferral / active EE | $1,699 | $2,987-43.1% | $3,706-54.2% | $3,332-49.0% |
| Admin fee / account holder | $945 | $4,512-79.0% | $5,608-83.1% | $4,645-79.6% |