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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 | $17,072 | $80,992-78.9% | $96,534-82.3% | $75,173-77.3% |
| Participation rate | 65.3% | 71.8%-6.5pp | 76.0%-10.7pp | 67.2%-1.9pp |
| Annual return | 21.16% | 27.05%-5.9pp | 25.88%-4.7pp | 160.72%-139.6pp |
| Employer contribution / active EE | $1,507 | $2,283-34.0% | $2,965-49.2% | $2,671-43.6% |
| Participant deferral / active EE | $3,003 | $3,929-23.6% | $4,851-38.1% | $4,126-27.2% |
| Admin fee / account holder | $935 | $6,717-86.1% | $8,253-88.7% | $5,651-83.5% |