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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 | $20,788 | $89,259-76.7% | $107,187-80.6% | $82,637-74.8% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 21.43% | 21.02%+0.4pp | 204.55%-183.1pp | 53.51%-32.1pp |
| Employer contribution / active EE | $1,132 | $3,080-63.3% | $3,782-70.1% | $2,552-55.7% |
| Participant deferral / active EE | $1,808 | $4,037-55.2% | $5,096-64.5% | $4,126-56.2% |
| Admin fee / account holder | $437 | $7,381-94.1% | $9,162-95.2% | $7,339-94.0% |