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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 | $19,227 | $89,259-78.5% | $107,187-82.1% | $82,637-76.7% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 18.03% | 21.02%-3.0pp | 204.55%-186.5pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,457 | $3,080-52.7% | $3,782-61.5% | $2,552-42.9% |
| Participant deferral / active EE | $2,246 | $4,037-44.4% | $5,096-55.9% | $4,126-45.6% |
| Admin fee / account holder | $1,656 | $7,381-77.6% | $9,162-81.9% | $7,339-77.4% |