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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 | $23,246 | $83,369-72.1% | $105,223-77.9% | $67,986-65.8% |
| Participation rate | 38.7% | 56.3%-17.6pp | 75.0%-36.3pp | 57.2%-18.5pp |
| Annual return | 20.05% | 24.64%-4.6pp | 180.65%-160.6pp | 31.67%-11.6pp |
| Employer contribution / active EE | $1,752 | $2,541-31.1% | $3,689-52.5% | $2,019-13.2% |
| Participant deferral / active EE | $2,086 | $3,295-36.7% | $5,072-58.9% | $3,358-37.9% |
| Admin fee / account holder | $2,018 | $4,073-50.4% | $8,859-77.2% | $3,203-37.0% |