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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 | $12,250 | $48,078-74.5% | $78,676-84.4% | $62,881-80.5% |
| Participation rate | 60.7% | 65.2%-4.5pp | 73.6%-12.9pp | 69.3%-8.6pp |
| Annual return | 10.47% | 31.36%-20.9pp | 62.19%-51.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,368 | $2,015-32.1% | $2,850-52.0% | $2,281-40.0% |
| Participant deferral / active EE | $1,424 | $2,587-45.0% | $3,517-59.5% | $3,203-55.6% |
| Admin fee / account holder | $1,824 | $3,206-43.1% | $4,510-59.6% | $4,296-57.5% |