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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 | $95,453-76.7% | $112,040-80.2% | $82,448-73.1% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.5%-11.5pp | 68.1%-3.1pp |
| Annual return | 21.26% | 23.92%-2.7pp | 24.52%-3.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,174 | $2,318-49.4% | $2,954-60.3% | $2,551-54.0% |
| Participant deferral / active EE | $3,092 | $4,224-26.8% | $5,098-39.3% | $4,139-25.3% |
| Admin fee / account holder | $2,036 | $9,013-77.4% | $12,098-83.2% | $7,234-71.9% |