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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 | $14,764 | $74,535-80.2% | $100,712-85.3% | $82,637-82.1% |
| Participation rate | 60.8% | 61.2%-0.4pp | 69.3%-8.5pp | 68.1%-7.3pp |
| Annual return | 16.99% | 18.92%-1.9pp | 33.27%-16.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $464 | $1,503-69.1% | $2,313-79.9% | $2,552-81.8% |
| Participant deferral / active EE | $1,445 | $3,074-53.0% | $4,085-64.6% | $4,126-65.0% |
| Admin fee / account holder | $3,132 | $6,576-52.4% | $9,256-66.2% | $7,339-57.3% |