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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 | $15,335 | $65,364-76.5% | $92,909-83.5% | $72,975-79.0% |
| Participation rate | 61.0% | 68.3%-7.3pp | 76.0%-15.0pp | 69.5%-8.5pp |
| Annual return | 26.90% | 42.11%-15.2pp | 109.44%-82.5pp | 81.01%-54.1pp |
| Employer contribution / active EE | $1,959 | $2,594-24.5% | $3,653-46.4% | $2,440-19.7% |
| Participant deferral / active EE | $4,091 | $3,128+30.8% | $4,238-3.5% | $3,608+13.4% |
| Admin fee / account holder | $706 | $4,251-83.4% | $5,795-87.8% | $5,124-86.2% |