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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 | $18,878 | $48,364-61.0% | $71,796-73.7% | $62,881-70.0% |
| Participation rate | 65.7% | 60.6%+5.0pp | 69.1%-3.4pp | 69.3%-3.6pp |
| Annual return | 9.16% | 13.16%-4.0pp | 78.04%-68.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $619 | $1,042-40.6% | $1,924-67.8% | $2,281-72.9% |
| Participant deferral / active EE | $1,810 | $2,091-13.4% | $2,794-35.2% | $3,203-43.5% |
| Admin fee / account holder | $1,001 | $3,771-73.5% | $4,815-79.2% | $4,296-76.7% |