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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 | $16,289 | $68,573-76.2% | $120,368-86.5% | $80,874-79.9% |
| Participation rate | 63.3% | 61.6%+1.7pp | 71.9%-8.6pp | 67.6%-4.3pp |
| Annual return | 11.97% | 23.61%-11.6pp | 107.26%-95.3pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,945 | $2,052-5.2% | $3,465-43.8% | $2,756-29.4% |
| Participant deferral / active EE | $2,680 | $3,174-15.6% | $4,991-46.3% | $4,297-37.6% |
| Admin fee / account holder | $584 | $5,734-89.8% | $9,429-93.8% | $6,935-91.6% |