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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 | $17,162 | $89,367-80.8% | $141,191-87.8% | $72,975-76.5% |
| Participation rate | 60.6% | 75.1%-14.6pp | 82.5%-21.9pp | 69.5%-8.9pp |
| Annual return | 27.32% | 111.87%-84.5pp | 71.41%-44.1pp | 81.01%-53.7pp |
| Employer contribution / active EE | $1,218 | $3,115-60.9% | $4,736-74.3% | $2,440-50.1% |
| Participant deferral / active EE | $2,724 | $5,419-49.7% | $6,710-59.4% | $3,608-24.5% |
| Admin fee / account holder | $735 | $5,957-87.7% | $10,264-92.8% | $5,124-85.6% |