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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 | $19,713 | $72,273-72.7% | $101,275-80.5% | $79,856-75.3% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 30.14% | 22.30%+7.8pp | 46.48%-16.3pp | 31.71%-1.6pp |
| Employer contribution / active EE | $803 | $2,691-70.2% | $3,660-78.1% | $2,471-67.5% |
| Participant deferral / active EE | $2,727 | $3,282-16.9% | $4,371-37.6% | $3,741-27.1% |
| Admin fee / account holder | $342 | $4,401-92.2% | $5,948-94.3% | $5,306-93.6% |