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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 | $16,400 | $89,652-81.7% | $141,191-88.4% | $65,185-74.8% |
| Participation rate | 45.6% | 74.7%-29.1pp | 82.5%-36.8pp | 70.2%-24.6pp |
| Annual return | 30.09% | 32.79%-2.7pp | 71.41%-41.3pp | 29.38%+0.7pp |
| Employer contribution / active EE | $1,363 | $3,065-55.5% | $4,736-71.2% | $2,177-37.4% |
| Participant deferral / active EE | $2,784 | $5,691-51.1% | $6,710-58.5% | $3,514-20.8% |
| Admin fee / account holder | $2,806 | $569+393.5% | $10,264-72.7% | $847+231.2% |