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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 | $15,702 | $65,027-75.9% | $90,970-82.7% | $79,852-80.3% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 26.64% | 30.45%-3.8pp | 134.58%-107.9pp | 31.72%-5.1pp |
| Employer contribution / active EE | $1,067 | $1,247-14.4% | $2,122-49.7% | $2,471-56.8% |
| Participant deferral / active EE | $1,974 | $2,512-21.4% | $3,373-41.5% | $3,740-47.2% |
| Admin fee / account holder | $926 | $4,535-79.6% | $5,960-84.5% | $5,306-82.5% |