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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 | $80,763-74.6% | $102,412-79.9% | $74,459-72.4% |
| Participation rate | 60.3% | 65.7%-5.3pp | 74.5%-14.2pp | 67.2%-6.9pp |
| Annual return | 13.05% | 27.57%-14.5pp | 24.94%-11.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $1,918 | $3,160-39.3% | $3,870-50.4% | $2,626-27.0% |
| Participant deferral / active EE | $2,429 | $3,862-37.1% | $5,060-52.0% | $4,350-44.2% |
| Admin fee / account holder | $3,338 | $2,371+40.7% | $8,388-60.2% | $1,945+71.6% |