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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 | $14,336 | $99,345-85.6% | $84,753-83.1% | $273,972-94.8% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 9.28% | 22.93%-13.7pp | 22.78%-13.5pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,060 | $4,214-74.9% | $3,574-70.4% | $4,869-78.2% |
| Participant deferral / active EE | $4,058 | $4,270-5.0% | $3,712+9.3% | $5,287-23.2% |
| Admin fee / account holder | $885 | $6,645-86.7% | $5,333-83.4% | $10,133-91.3% |