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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 | $21,873 | $89,259-75.5% | $107,187-79.6% | $82,637-73.5% |
| Participation rate | 61.2% | 67.9%-6.7pp | 75.0%-13.8pp | 68.1%-6.9pp |
| Annual return | 18.69% | 21.02%-2.3pp | 204.55%-185.9pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,555 | $3,080-49.5% | $3,782-58.9% | $2,552-39.1% |
| Participant deferral / active EE | $1,954 | $4,037-51.6% | $5,096-61.7% | $4,126-52.6% |
| Admin fee / account holder | $1,322 | $7,381-82.1% | $9,162-85.6% | $7,339-82.0% |