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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 | $23,144 | $64,501-64.1% | $108,753-78.7% | $65,306-64.6% |
| Participation rate | 32.0% | 50.8%-18.8pp | 71.1%-39.1pp | 57.7%-25.6pp |
| Annual return | 20.93% | 21.09%-0.2pp | 37.47%-16.5pp | 21.94%-1.0pp |
| Employer contribution / active EE | $472 | $1,069-55.9% | $2,427-80.5% | $1,967-76.0% |
| Participant deferral / active EE | $1,063 | $2,401-55.7% | $4,115-74.2% | $2,959-64.1% |
| Admin fee / account holder | $2,388 | $4,971-52.0% | $10,320-76.9% | $3,480-31.4% |