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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 | $15,387 | $54,541-71.8% | $78,778-80.5% | $70,126-78.1% |
| Participation rate | 40.9% | 60.8%-19.9pp | 69.2%-28.3pp | 69.5%-28.6pp |
| Annual return | 14.90% | 21.07%-6.2pp | 35.62%-20.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $906 | $1,089-16.8% | $1,986-54.4% | $2,343-61.3% |
| Participant deferral / active EE | $1,444 | $2,210-34.7% | $2,958-51.2% | $3,332-56.7% |
| Admin fee / account holder | $1,497 | $3,709-59.6% | $5,134-70.8% | $4,645-67.8% |