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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 | $15,282 | $74,535-79.5% | $100,712-84.8% | $82,637-81.5% |
| Participation rate | 58.6% | 61.2%-2.6pp | 69.3%-10.7pp | 68.1%-9.4pp |
| Annual return | 17.50% | 18.92%-1.4pp | 33.27%-15.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,132 | $1,503-24.7% | $2,313-51.1% | $2,552-55.7% |
| Participant deferral / active EE | $1,442 | $3,074-53.1% | $4,085-64.7% | $4,126-65.1% |
| Admin fee / account holder | $1,468 | $6,576-77.7% | $9,256-84.1% | $7,339-80.0% |