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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 | $18,566 | $58,493-68.3% | $84,021-77.9% | $72,975-74.6% |
| Participation rate | 61.3% | 61.2%0pp | 69.0%-7.8pp | 69.5%-8.2pp |
| Annual return | 26.11% | 28.93%-2.8pp | 71.32%-45.2pp | 81.01%-54.9pp |
| Employer contribution / active EE | $1,051 | $1,163-9.7% | $1,984-47.0% | $2,440-56.9% |
| Participant deferral / active EE | $2,033 | $2,394-15.1% | $3,239-37.2% | $3,608-43.6% |
| Admin fee / account holder | $1,595 | $4,569-65.1% | $6,102-73.9% | $5,124-68.9% |