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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 | $16,206 | $65,041-75.1% | $90,965-82.2% | $79,858-79.7% |
| Participation rate | 38.2% | 61.6%-23.4pp | 69.0%-30.8pp | 69.6%-31.4pp |
| Annual return | 36.19% | 30.45%+5.7pp | 134.57%-98.4pp | 31.72%+4.5pp |
| Employer contribution / active EE | $981 | $1,247-21.3% | $2,122-53.8% | $2,471-60.3% |
| Participant deferral / active EE | $3,984 | $2,512+58.6% | $3,373+18.1% | $3,740+6.5% |
| Admin fee / account holder | $1,613 | $4,536-64.4% | $5,960-72.9% | $5,306-69.6% |