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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 | $17,132 | $67,602-74.7% | $82,312-79.2% | $70,126-75.6% |
| Participation rate | 68.6% | 72.8%-4.1pp | 76.9%-8.3pp | 69.5%-0.9pp |
| Annual return | 16.61% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $502 | $1,755-71.4% | $2,428-79.3% | $2,343-78.6% |
| Participant deferral / active EE | $2,688 | $2,987-10.0% | $3,706-27.5% | $3,332-19.3% |
| Admin fee / account holder | $6,180 | $4,512+37.0% | $5,608+10.2% | $4,645+33.0% |