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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 | $13,393 | $84,236-84.1% | $170,435-92.1% | $70,126-80.9% |
| Participation rate | 64.3% | 70.8%-6.5pp | 83.6%-19.3pp | 69.5%-5.3pp |
| Annual return | 19.82% | 23.06%-3.2pp | 205.94%-186.1pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,130 | $3,387-66.6% | $5,432-79.2% | $2,343-51.8% |
| Participant deferral / active EE | $1,863 | $3,086-39.6% | $4,939-62.3% | $3,332-44.1% |
| Admin fee / account holder | $1,039 | $5,698-81.8% | $13,881-92.5% | $4,645-77.6% |