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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 | $22,116 | $82,523-73.2% | $115,752-80.9% | $70,126-68.5% |
| Participation rate | 49.5% | 74.0%-24.5pp | 77.8%-28.3pp | 69.5%-20.1pp |
| Annual return | 29.98% | 28.22%+1.8pp | 19.41%+10.6pp | 73.15%-43.2pp |
| Employer contribution / active EE | $815 | $2,758-70.4% | $3,492-76.7% | $2,343-65.2% |
| Participant deferral / active EE | $2,014 | $4,062-50.4% | $5,204-61.3% | $3,332-39.5% |
| Admin fee / account holder | $872 | $4,552-80.9% | $6,278-86.1% | $4,645-81.2% |