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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 | $17,528 | $81,457-78.5% | $103,378-83.0% | $80,911-78.3% |
| Participation rate | 55.9% | 66.8%-11.0pp | 74.5%-18.6pp | 67.6%-11.8pp |
| Annual return | 19.62% | 25.58%-6.0pp | 24.91%-5.3pp | 35.63%-16.0pp |
| Employer contribution / active EE | $1,350 | $3,107-56.6% | $3,870-65.1% | $2,756-51.0% |
| Participant deferral / active EE | $1,613 | $3,871-58.3% | $5,058-68.1% | $4,297-62.5% |
| Admin fee / account holder | $20,834 | $6,717+210.2% | $8,401+148.0% | $6,935+200.4% |