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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 | $14,013 | $67,411-79.2% | $91,004-84.6% | $70,126-80.0% |
| Participation rate | 58.7% | 71.4%-12.7pp | 75.6%-16.9pp | 69.5%-10.8pp |
| Annual return | 16.95% | -40.16%+57.1pp | 4.60%+12.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,420 | $1,786-20.5% | $2,456-42.2% | $2,343-39.4% |
| Participant deferral / active EE | $1,825 | $2,823-35.3% | $3,548-48.5% | $3,332-45.2% |
| Admin fee / account holder | $3,319 | $4,236-21.7% | $5,417-38.7% | $4,645-28.6% |