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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 | $20,715 | $86,938-76.2% | $102,423-79.8% | $80,925-74.4% |
| Participation rate | 57.7% | 72.4%-14.7pp | 76.5%-18.8pp | 67.7%-10.0pp |
| Annual return | 11.86% | 18.89%-7.0pp | 29.42%-17.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,719 | $2,369-27.5% | $3,023-43.1% | $2,756-37.6% |
| Participant deferral / active EE | $2,372 | $4,120-42.4% | $5,054-53.1% | $4,299-44.8% |
| Admin fee / account holder | $1,486 | $8,053-81.6% | $9,455-84.3% | $6,940-78.6% |