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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 | $29,027 | $83,485-65.2% | $125,192-76.8% | $72,975-60.2% |
| Participation rate | 57.5% | 73.3%-15.8pp | 79.8%-22.3pp | 69.5%-12.0pp |
| Annual return | 18.70% | 25.77%-7.1pp | 43.79%-25.1pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,043 | $2,346-55.5% | $3,866-73.0% | $2,440-57.2% |
| Participant deferral / active EE | $5,131 | $3,586+43.1% | $4,937+3.9% | $3,608+42.2% |
| Admin fee / account holder | $6,240 | $5,518+13.1% | $9,704-35.7% | $5,124+21.8% |