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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 | $18,371 | $60,349-69.6% | $74,184-75.2% | $62,881-70.8% |
| Participation rate | 61.5% | 72.7%-11.2pp | 76.6%-15.1pp | 69.3%-7.8pp |
| Annual return | 23.01% | 21.38%+1.6pp | 17.74%+5.3pp | 20.14%+2.9pp |
| Employer contribution / active EE | $900 | $1,680-46.4% | $2,370-62.0% | $2,281-60.5% |
| Participant deferral / active EE | $2,124 | $2,856-25.7% | $3,550-40.2% | $3,203-33.7% |
| Admin fee / account holder | $2,753 | $4,261-35.4% | $5,586-50.7% | $4,296-35.9% |