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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 | $21,388 | $89,367-76.1% | $141,191-84.9% | $72,975-70.7% |
| Participation rate | 68.5% | 75.1%-6.6pp | 82.5%-14.0pp | 69.5%-1.0pp |
| Annual return | 29.40% | 111.87%-82.5pp | 71.41%-42.0pp | 81.01%-51.6pp |
| Employer contribution / active EE | $2,398 | $3,115-23.0% | $4,736-49.4% | $2,440-1.7% |
| Participant deferral / active EE | $3,064 | $5,419-43.5% | $6,710-54.3% | $3,608-15.1% |
| Admin fee / account holder | $4,042 | $5,957-32.1% | $10,264-60.6% | $5,124-21.1% |