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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 | $22,205 | $97,550-77.2% | $120,344-81.5% | $87,485-74.6% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.7%-11.7pp | 68.9%-3.9pp |
| Annual return | 21.26% | 18.41%+2.9pp | 20.30%+1.0pp | 26.06%-4.8pp |
| Employer contribution / active EE | $1,174 | $2,291-48.8% | $3,020-61.1% | $2,596-54.8% |
| Participant deferral / active EE | $3,092 | $4,230-26.9% | $5,135-39.8% | $4,274-27.6% |
| Admin fee / account holder | $2,036 | $9,543-78.7% | $12,742-84.0% | $7,775-73.8% |