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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 | $27,397 | $95,453-71.3% | $112,040-75.5% | $82,448-66.8% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.5%-13.5pp | 68.1%-5.1pp |
| Annual return | 13.31% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,480 | $2,318-36.2% | $2,954-49.9% | $2,551-42.0% |
| Participant deferral / active EE | $3,078 | $4,224-27.1% | $5,098-39.6% | $4,139-25.6% |
| Admin fee / account holder | $1,472 | $9,013-83.7% | $12,098-87.8% | $7,234-79.7% |