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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 | $16,100 | $110,137-85.4% | $161,149-90.0% | $82,637-80.5% |
| Participation rate | 57.1% | 72.4%-15.2pp | 78.8%-21.7pp | 68.1%-10.9pp |
| Annual return | 21.63% | 20.69%+0.9pp | 21.16%+0.5pp | 53.51%-31.9pp |
| Employer contribution / active EE | $1,176 | $2,856-58.8% | $4,360-73.0% | $2,552-53.9% |
| Participant deferral / active EE | $2,568 | $4,575-43.9% | $6,153-58.3% | $4,126-37.8% |
| Admin fee / account holder | $1,665 | $9,467-82.4% | $15,194-89.0% | $7,339-77.3% |