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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 | $19,315 | $77,816-75.2% | $123,552-84.4% | $64,173-69.9% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | 0.44% | 12.49%-12.0pp | 119.20%-118.8pp | 7.63%-7.2pp |
| Employer contribution / active EE | $2,267 | $3,014-24.8% | $4,628-51.0% | $2,381-4.8% |
| Participant deferral / active EE | $3,926 | $5,240-25.1% | $6,426-38.9% | $3,470+13.1% |
| Admin fee / account holder | $2,068 | $5,519-62.5% | $9,285-77.7% | $4,887-57.7% |