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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 | $17,278 | $72,273-76.1% | $101,275-82.9% | $79,856-78.4% |
| Participation rate | 55.2% | 68.5%-13.2pp | 75.8%-20.6pp | 69.6%-14.4pp |
| Annual return | 19.61% | 22.30%-2.7pp | 46.48%-26.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,139 | $2,691-57.7% | $3,660-68.9% | $2,471-53.9% |
| Participant deferral / active EE | $2,396 | $3,282-27.0% | $4,371-45.2% | $3,741-36.0% |
| Admin fee / account holder | $1,724 | $4,401-60.8% | $5,948-71.0% | $5,306-67.5% |