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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 | $19,027 | $78,607-75.8% | $105,624-82.0% | $74,478-74.5% |
| Participation rate | 51.1% | 72.8%-21.7pp | 75.3%-24.2pp | 67.2%-16.1pp |
| Annual return | 14.44% | 15.96%-1.5pp | 116.20%-101.8pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,283 | $2,523-49.2% | $3,168-59.5% | $2,626-51.2% |
| Participant deferral / active EE | $2,176 | $4,325-49.7% | $5,013-56.6% | $4,350-50.0% |
| Admin fee / account holder | $2,118 | $2,220-4.6% | $10,961-80.7% | $1,946+8.9% |