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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 | $16,060 | $87,106-81.6% | $105,607-84.8% | $80,935-80.2% |
| Participation rate | 63.0% | 70.4%-7.5pp | 75.3%-12.3pp | 67.7%-4.7pp |
| Annual return | 19.52% | 17.01%+2.5pp | 116.11%-96.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $1,451 | $2,396-39.5% | $3,167-54.2% | $2,757-47.4% |
| Participant deferral / active EE | $3,746 | $3,986-6.0% | $5,011-25.2% | $4,299-12.9% |
| Admin fee / account holder | $556 | $8,447-93.4% | $10,958-94.9% | $6,924-92.0% |