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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 | $12,771 | $65,361-80.5% | $92,903-86.3% | $72,983-82.5% |
| Participation rate | 40.0% | 68.3%-28.3pp | 76.0%-36.0pp | 69.5%-29.5pp |
| Annual return | 22.91% | 42.11%-19.2pp | 109.43%-86.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,068 | $2,594-58.8% | $3,653-70.8% | $2,440-56.2% |
| Participant deferral / active EE | $1,650 | $3,128-47.3% | $4,238-61.1% | $3,608-54.3% |
| Admin fee / account holder | $1,860 | $4,251-56.2% | $5,795-67.9% | $5,124-63.7% |