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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 | $20,111 | $62,164-67.6% | $81,482-75.3% | $74,400-73.0% |
| Participation rate | 58.4% | 64.1%-5.7pp | 69.5%-11.1pp | 67.2%-8.8pp |
| Annual return | 11.14% | 16.50%-5.4pp | 24.79%-13.6pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $815 | $1,884-56.7% | $2,463-66.9% | $2,624-68.9% |
| Participant deferral / active EE | $1,876 | $3,230-41.9% | $3,885-51.7% | $4,348-56.9% |
| Admin fee / account holder | $2,930 | $1,923+52.4% | $5,761-49.1% | $1,944+50.8% |