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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 | $29,201 | $91,559-68.1% | $133,971-78.2% | $79,852-63.4% |
| Participation rate | 67.3% | 73.3%-6.0pp | 79.8%-12.5pp | 69.6%-2.3pp |
| Annual return | 61.86% | 61.85%0pp | 45.09%+16.8pp | 31.72%+30.1pp |
| Employer contribution / active EE | $1,270 | $2,384-46.7% | $3,919-67.6% | $2,471-48.6% |
| Participant deferral / active EE | $2,347 | $3,734-37.1% | $5,047-53.5% | $3,740-37.3% |
| Admin fee / account holder | $827 | $6,321-86.9% | $8,929-90.7% | $5,306-84.4% |