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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 | $21,127 | $61,660-65.7% | $80,022-73.6% | $64,173-67.1% |
| Participation rate | 57.1% | 71.7%-14.5pp | 75.8%-18.7pp | 69.6%-12.4pp |
| Annual return | -4.02% | -0.33%-3.7pp | 11.22%-15.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $999 | $1,810-44.8% | $2,468-59.5% | $2,381-58.0% |
| Participant deferral / active EE | $2,455 | $2,968-17.3% | $3,686-33.4% | $3,470-29.2% |
| Admin fee / account holder | $3,237 | $5,417-40.2% | $6,521-50.4% | $4,887-33.8% |