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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 | $10,895 | $64,517-83.1% | $81,438-86.6% | $80,874-86.5% |
| Participation rate | 54.8% | 63.9%-9.1pp | 69.5%-14.7pp | 67.6%-12.9pp |
| Annual return | 14.17% | 16.35%-2.2pp | 24.74%-10.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,079 | $1,982-45.5% | $2,460-56.1% | $2,756-60.8% |
| Participant deferral / active EE | $1,657 | $3,096-46.5% | $3,883-57.3% | $4,297-61.4% |
| Admin fee / account holder | $1,880 | $5,677-66.9% | $5,764-67.4% | $6,935-72.9% |