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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 | $20,548 | $81,487-74.8% | $102,412-79.9% | $80,935-74.6% |
| Participation rate | 48.5% | 66.8%-18.4pp | 74.5%-26.0pp | 67.7%-19.2pp |
| Annual return | 13.01% | 25.60%-12.6pp | 24.94%-11.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,171 | $3,103-62.2% | $3,870-69.7% | $2,757-57.5% |
| Participant deferral / active EE | $2,250 | $3,871-41.9% | $5,060-55.5% | $4,299-47.7% |
| Admin fee / account holder | $1,428 | $6,717-78.7% | $8,388-83.0% | $6,924-79.4% |