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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 | $20,120 | $57,828-65.2% | $117,039-82.8% | $70,126-71.3% |
| Participation rate | 37.8% | 67.1%-29.3pp | 77.2%-39.3pp | 69.5%-31.7pp |
| Annual return | 48.16% | 17.55%+30.6pp | 18.95%+29.2pp | 73.15%-25.0pp |
| Employer contribution / active EE | $752 | $1,816-58.6% | $3,785-80.1% | $2,343-67.9% |
| Participant deferral / active EE | $2,063 | $2,438-15.3% | $3,929-47.5% | $3,332-38.1% |
| Admin fee / account holder | $677 | $3,548-80.9% | $5,974-88.7% | $4,645-85.4% |