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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 | $8,460 | $77,920-89.1% | $149,723-94.3% | $75,177-88.7% |
| Participation rate | 23.1% | 65.6%-42.5pp | 78.8%-55.7pp | 67.2%-44.1pp |
| Annual return | 16.93% | 31.72%-14.8pp | 134.50%-117.6pp | 160.75%-143.8pp |
| Employer contribution / active EE | $898 | $3,138-71.4% | $4,821-81.4% | $2,671-66.4% |
| Participant deferral / active EE | $1,206 | $3,411-64.6% | $5,682-78.8% | $4,126-70.8% |
| Admin fee / account holder | $1,007 | $5,951-83.1% | $13,215-92.4% | $5,651-82.2% |