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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 | $20,939 | $88,672-76.4% | $105,223-80.1% | $82,448-74.6% |
| Participation rate | 42.3% | 67.9%-25.6pp | 75.0%-32.7pp | 68.1%-25.8pp |
| Annual return | 26.16% | 30.86%-4.7pp | 180.65%-154.5pp | 41.64%-15.5pp |
| Employer contribution / active EE | $1,587 | $3,048-47.9% | $3,689-57.0% | $2,551-37.8% |
| Participant deferral / active EE | $4,514 | $4,036+11.8% | $5,072-11.0% | $4,139+9.1% |
| Admin fee / account holder | $825 | $7,146-88.5% | $8,859-90.7% | $7,234-88.6% |