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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 | $20,451 | $89,259-77.1% | $107,187-80.9% | $82,637-75.3% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 19.02% | 21.02%-2.0pp | 204.55%-185.5pp | 53.51%-34.5pp |
| Employer contribution / active EE | $994 | $3,080-67.7% | $3,782-73.7% | $2,552-61.1% |
| Participant deferral / active EE | $1,938 | $4,037-52.0% | $5,096-62.0% | $4,126-53.0% |
| Admin fee / account holder | $360 | $7,381-95.1% | $9,162-96.1% | $7,339-95.1% |