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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 | $17,054 | $67,602-74.8% | $82,312-79.3% | $70,126-75.7% |
| Participation rate | 41.3% | 72.8%-31.4pp | 76.9%-35.6pp | 69.5%-28.2pp |
| Annual return | 41.63% | 21.57%+20.1pp | 25.88%+15.7pp | 73.15%-31.5pp |
| Employer contribution / active EE | $925 | $1,755-47.3% | $2,428-61.9% | $2,343-60.5% |
| Participant deferral / active EE | $1,793 | $2,987-40.0% | $3,706-51.6% | $3,332-46.2% |
| Admin fee / account holder | $1,910 | $4,512-57.7% | $5,608-65.9% | $4,645-58.9% |