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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 | $14,176 | $81,487-82.6% | $102,412-86.2% | $80,935-82.5% |
| Participation rate | 64.5% | 66.8%-2.3pp | 74.5%-10.0pp | 67.7%-3.1pp |
| Annual return | 12.03% | 25.60%-13.6pp | 24.94%-12.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,216 | $3,103-60.8% | $3,870-68.6% | $2,757-55.9% |
| Participant deferral / active EE | $2,010 | $3,871-48.1% | $5,060-60.3% | $4,299-53.3% |
| Admin fee / account holder | $2,830 | $6,717-57.9% | $8,388-66.3% | $6,924-59.1% |