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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 | $74,535-78.3% | $100,712-83.9% | $82,637-80.4% |
| Participation rate | 51.6% | 61.2%-9.6pp | 69.3%-17.7pp | 68.1%-16.4pp |
| Annual return | 20.76% | 18.92%+1.8pp | 33.27%-12.5pp | 53.51%-32.8pp |
| Employer contribution / active EE | $571 | $1,503-62.0% | $2,313-75.3% | $2,552-77.6% |
| Participant deferral / active EE | $1,479 | $3,074-51.9% | $4,085-63.8% | $4,126-64.2% |
| Admin fee / account holder | $339 | $6,576-94.9% | $9,256-96.3% | $7,339-95.4% |