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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 | $15,128 | $52,580-71.2% | $71,671-78.9% | $70,126-78.4% |
| Participation rate | 63.0% | 60.9%+2.2pp | 68.7%-5.7pp | 69.5%-6.5pp |
| Annual return | 16.90% | 20.25%-3.3pp | 20.65%-3.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,189 | $1,616-26.4% | $2,460-51.7% | $2,343-49.2% |
| Participant deferral / active EE | $2,217 | $2,386-7.1% | $3,438-35.5% | $3,332-33.5% |
| Admin fee / account holder | $495 | $3,653-86.5% | $5,558-91.1% | $4,645-89.4% |