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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 | $16,000 | $67,411-76.3% | $91,004-82.4% | $70,126-77.2% |
| Participation rate | 68.4% | 71.4%-3.0pp | 75.6%-7.2pp | 69.5%-1.2pp |
| Annual return | 16.59% | -40.16%+56.8pp | 4.60%+12.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,256 | $1,786-29.7% | $2,456-48.9% | $2,343-46.4% |
| Participant deferral / active EE | $1,915 | $2,823-32.2% | $3,548-46.0% | $3,332-42.5% |
| Admin fee / account holder | $467 | $4,236-89.0% | $5,417-91.4% | $4,645-89.9% |