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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 | $13,105 | $65,364-80.0% | $92,909-85.9% | $72,975-82.0% |
| Participation rate | 57.8% | 68.3%-10.5pp | 76.0%-18.2pp | 69.5%-11.7pp |
| Annual return | 26.77% | 42.11%-15.3pp | 109.44%-82.7pp | 81.01%-54.2pp |
| Employer contribution / active EE | $1,534 | $2,594-40.9% | $3,653-58.0% | $2,440-37.1% |
| Participant deferral / active EE | $2,040 | $3,128-34.8% | $4,238-51.9% | $3,608-43.5% |
| Admin fee / account holder | $1,052 | $4,251-75.3% | $5,795-81.9% | $5,124-79.5% |