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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 | $14,552 | $124,425-88.3% | $112,040-87.0% | $137,256-89.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 20.53% | 24.72%-4.2pp | 24.52%-4.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $905 | $3,411-73.5% | $2,954-69.3% | $4,156-78.2% |
| Participant deferral / active EE | $1,952 | $5,718-65.9% | $5,098-61.7% | $6,407-69.5% |
| Admin fee / account holder | $616 | $15,207-95.9% | $12,098-94.9% | $12,270-95.0% |