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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 | $16,171 | $81,487-80.2% | $102,412-84.2% | $80,935-80.0% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.6pp | 67.7%-24.8pp |
| Annual return | 14.82% | 25.60%-10.8pp | 24.94%-10.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,263 | $3,103-59.3% | $3,870-67.4% | $2,757-54.2% |
| Participant deferral / active EE | $2,445 | $3,871-36.8% | $5,060-51.7% | $4,299-43.1% |
| Admin fee / account holder | $14,242 | $6,717+112.0% | $8,388+69.8% | $6,924+105.7% |