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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 | $18,128 | $63,156-71.3% | $122,354-85.2% | $62,293-70.9% |
| Participation rate | 54.2% | 60.0%-5.8pp | 71.6%-17.4pp | 69.5%-15.3pp |
| Annual return | 22.44% | 20.61%+1.8pp | 30.28%-7.8pp | 28.90%-6.5pp |
| Employer contribution / active EE | $1,123 | $1,385-18.9% | $4,051-72.3% | $2,042-45.0% |
| Participant deferral / active EE | $2,059 | $2,321-11.3% | $3,287-37.4% | $3,169-35.0% |
| Admin fee / account holder | $435 | $440-1.2% | $5,479-92.1% | $479-9.3% |