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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 | $20,180 | $77,472-74.0% | $100,392-79.9% | $80,935-75.1% |
| Participation rate | 48.1% | 76.9%-28.8pp | 81.5%-33.4pp | 67.7%-19.5pp |
| Annual return | 16.10% | 37.26%-21.2pp | 49.45%-33.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,082 | $2,800-61.3% | $3,941-72.5% | $2,757-60.7% |
| Participant deferral / active EE | $3,312 | $6,818-51.4% | $8,090-59.1% | $4,299-23.0% |
| Admin fee / account holder | $721 | $5,885-87.8% | $7,904-90.9% | $6,924-89.6% |