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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 | $18,553 | $135,956-86.4% | $123,894-85.0% | $273,972-93.2% |
| Participation rate | 38.9% | 84.1%-45.2pp | 81.4%-42.5pp | 83.0%-44.1pp |
| Annual return | 7.84% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,892 | $5,170-44.1% | $4,617-37.4% | $4,869-40.6% |
| Participant deferral / active EE | $2,571 | $6,343-59.5% | $5,984-57.0% | $5,287-51.4% |
| Admin fee / account holder | $3,826 | $9,817-61.0% | $8,357-54.2% | $10,133-62.2% |