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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 | $21,785 | $69,977-68.9% | $108,582-79.9% | $62,881-65.4% |
| Participation rate | 66.1% | 72.9%-6.8pp | 79.6%-13.4pp | 69.3%-3.2pp |
| Annual return | 13.12% | 10.73%+2.4pp | -51.70%+64.8pp | 20.14%-7.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,066 | $3,165+60.1% | $4,311+17.5% | $3,203+58.2% |
| Admin fee / account holder | $309 | $5,076-93.9% | $7,645-96.0% | $4,296-92.8% |