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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 | $16,294 | $88,672-81.6% | $105,223-84.5% | $82,448-80.2% |
| Participation rate | 52.1% | 67.9%-15.8pp | 75.0%-23.0pp | 68.1%-16.0pp |
| Annual return | 17.52% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,498 | $3,048-50.9% | $3,689-59.4% | $2,551-41.3% |
| Participant deferral / active EE | $2,173 | $4,036-46.2% | $5,072-57.2% | $4,139-47.5% |
| Admin fee / account holder | $5,014 | $7,146-29.8% | $8,859-43.4% | $7,234-30.7% |