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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 | $22,499 | $89,364-74.8% | $141,177-84.1% | $72,983-69.2% |
| Participation rate | 45.2% | 75.1%-30.0pp | 82.5%-37.3pp | 69.5%-24.3pp |
| Annual return | 22.02% | 111.86%-89.8pp | 71.40%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $645 | $3,115-79.3% | $4,736-86.4% | $2,440-73.5% |
| Participant deferral / active EE | $2,757 | $5,419-49.1% | $6,710-58.9% | $3,608-23.6% |
| Admin fee / account holder | $7,258 | $5,959+21.8% | $10,263-29.3% | $5,124+41.6% |