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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 | $16,180 | $73,787-78.1% | $98,716-83.6% | $82,448-80.4% |
| Participation rate | 51.6% | 61.4%-9.8pp | 69.3%-17.7pp | 68.1%-16.5pp |
| Annual return | 20.76% | 18.57%+2.2pp | 31.81%-11.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $571 | $1,511-62.2% | $2,279-74.9% | $2,551-77.6% |
| Participant deferral / active EE | $1,479 | $3,081-52.0% | $4,048-63.5% | $4,139-64.3% |
| Admin fee / account holder | $339 | $6,500-94.8% | $8,703-96.1% | $7,234-95.3% |