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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 | $20,281 | $50,643-60.0% | $106,619-81.0% | $55,167-63.2% |
| Participation rate | 67.6% | 65.6%+2.1pp | 78.0%-10.4pp | 69.0%-1.4pp |
| Annual return | 10.32% | 7.02%+3.3pp | 9.42%+0.9pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,070 | $1,626-34.2% | $3,947-72.9% | $1,963-45.5% |
| Participant deferral / active EE | $2,049 | $2,208-7.2% | $3,930-47.9% | $3,054-32.9% |
| Admin fee / account holder | $561 | $488+15.1% | $6,418-91.3% | $504+11.4% |