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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 | $14,217 | $48,364-70.6% | $71,796-80.2% | $62,881-77.4% |
| Participation rate | 52.0% | 60.6%-8.6pp | 69.1%-17.1pp | 69.3%-17.3pp |
| Annual return | 9.19% | 13.16%-4.0pp | 78.04%-68.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $501 | $1,042-51.9% | $1,924-74.0% | $2,281-78.0% |
| Participant deferral / active EE | $1,790 | $2,091-14.4% | $2,794-35.9% | $3,203-44.1% |
| Admin fee / account holder | $2,459 | $3,771-34.8% | $4,815-48.9% | $4,296-42.8% |