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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 | $16,027 | $72,273-77.8% | $101,275-84.2% | $79,856-79.9% |
| Participation rate | 36.6% | 68.5%-31.9pp | 75.8%-39.2pp | 69.6%-33.1pp |
| Annual return | 32.82% | 22.30%+10.5pp | 46.48%-13.7pp | 31.71%+1.1pp |
| Employer contribution / active EE | $1,093 | $2,691-59.4% | $3,660-70.1% | $2,471-55.8% |
| Participant deferral / active EE | $1,719 | $3,282-47.6% | $4,371-60.7% | $3,741-54.0% |
| Admin fee / account holder | $566 | $4,401-87.1% | $5,948-90.5% | $5,306-89.3% |