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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 | $19,025 | $67,606-71.9% | $82,313-76.9% | $70,124-72.9% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 23.09% | 21.57%+1.5pp | 25.88%-2.8pp | 73.14%-50.1pp |
| Employer contribution / active EE | $1,438 | $1,755-18.1% | $2,428-40.8% | $2,342-38.6% |
| Participant deferral / active EE | $2,743 | $2,987-8.2% | $3,706-26.0% | $3,332-17.7% |
| Admin fee / account holder | $1,042 | $4,512-76.9% | $5,608-81.4% | $4,645-77.6% |