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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 | $23,347 | $79,955-70.8% | $98,461-76.3% | $75,173-68.9% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 48.42% | 19.75%+28.7pp | 21.17%+27.2pp | 160.72%-112.3pp |
| Employer contribution / active EE | $1,769 | $2,264-21.9% | $3,049-42.0% | $2,671-33.8% |
| Participant deferral / active EE | $2,389 | $3,752-36.3% | $4,738-49.6% | $4,126-42.1% |
| Admin fee / account holder | $3,753 | $6,841-45.1% | $8,961-58.1% | $5,651-33.6% |