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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 | $39,026 | $104,098-62.5% | $140,514-72.2% | $94,015-58.5% |
| Participation rate | 32.8% | 73.7%-40.9pp | 77.8%-45.0pp | 70.8%-38.0pp |
| Annual return | 16.79% | 15.14%+1.7pp | 14.36%+2.4pp | 17.84%-1.1pp |
| Employer contribution / active EE | $1,296 | $2,388-45.7% | $3,378-61.6% | $2,790-53.5% |
| Participant deferral / active EE | $2,000 | $4,033-50.4% | $4,919-59.3% | $4,249-52.9% |
| Admin fee / account holder | $674 | $10,439-93.5% | $13,697-95.1% | $8,951-92.5% |