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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 | $12,713 | $56,287-77.4% | $80,977-84.3% | $62,881-79.8% |
| Participation rate | 59.5% | 68.9%-9.5pp | 75.8%-16.4pp | 69.3%-9.8pp |
| Annual return | 18.17% | 22.13%-4.0pp | 17.11%+1.1pp | 20.14%-2.0pp |
| Employer contribution / active EE | $1,456 | $1,943-25.0% | $3,715-60.8% | $2,281-36.1% |
| Participant deferral / active EE | $2,870 | $4,196-31.6% | $5,696-49.6% | $3,203-10.4% |
| Admin fee / account holder | $549 | $3,742-85.3% | $5,517-90.1% | $4,296-87.2% |