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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 | $20,157 | $67,602-70.2% | $82,312-75.5% | $70,126-71.3% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 17.49% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $386 | $1,755-78.0% | $2,428-84.1% | $2,343-83.5% |
| Participant deferral / active EE | $1,693 | $2,987-43.3% | $3,706-54.3% | $3,332-49.2% |
| Admin fee / account holder | $14,038 | $4,512+211.1% | $5,608+150.3% | $4,645+202.2% |