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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 | $15,014 | $41,377-63.7% | $109,313-86.3% | $62,881-76.1% |
| Participation rate | 35.5% | 57.5%-22.1pp | 71.3%-35.8pp | 69.3%-33.8pp |
| Annual return | 8.26% | 11.05%-2.8pp | 22.07%-13.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $394 | $1,276-69.1% | $3,892-89.9% | $2,281-82.7% |
| Participant deferral / active EE | $1,028 | $2,045-49.7% | $3,166-67.5% | $3,203-67.9% |
| Admin fee / account holder | $423 | $2,884-85.3% | $5,666-92.5% | $4,296-90.2% |