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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 | $17,180 | $102,385-83.2% | $147,080-88.3% | $80,935-78.8% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 16.19% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,735 | $3,717-53.3% | $4,933-64.8% | $2,757-37.1% |
| Participant deferral / active EE | $2,835 | $6,651-57.4% | $8,066-64.8% | $4,299-34.1% |
| Admin fee / account holder | $1,202 | $7,951-84.9% | $12,989-90.7% | $6,924-82.6% |