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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 | $12,197 | $67,602-82.0% | $82,312-85.2% | $70,126-82.6% |
| Participation rate | 62.2% | 72.8%-10.5pp | 76.9%-14.7pp | 69.5%-7.3pp |
| Annual return | 19.18% | 21.57%-2.4pp | 25.88%-6.7pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,543 | $1,755-12.1% | $2,428-36.5% | $2,343-34.1% |
| Participant deferral / active EE | $2,511 | $2,987-15.9% | $3,706-32.2% | $3,332-24.6% |
| Admin fee / account holder | $1,038 | $4,512-77.0% | $5,608-81.5% | $4,645-77.6% |