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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 | $18,409 | $73,009-74.8% | $90,760-79.7% | $68,486-73.1% |
| Participation rate | 55.1% | 70.8%-15.7pp | 75.7%-20.6pp | 67.9%-12.8pp |
| Annual return | 26.51% | -13.81%+40.3pp | -12.16%+38.7pp | -7.85%+34.4pp |
| Employer contribution / active EE | $577 | $2,193-73.7% | $2,922-80.3% | $2,597-77.8% |
| Participant deferral / active EE | $1,923 | $3,626-47.0% | $4,565-57.9% | $4,028-52.3% |
| Admin fee / account holder | $565 | $5,896-90.4% | $8,444-93.3% | $5,404-89.5% |