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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 | $22,167 | $67,411-67.1% | $91,004-75.6% | $70,126-68.4% |
| Participation rate | 52.8% | 71.4%-18.6pp | 75.6%-22.8pp | 69.5%-16.8pp |
| Annual return | 19.54% | -40.16%+59.7pp | 4.60%+14.9pp | 73.15%-53.6pp |
| Employer contribution / active EE | $912 | $1,786-48.9% | $2,456-62.8% | $2,343-61.1% |
| Participant deferral / active EE | $1,983 | $2,823-29.8% | $3,548-44.1% | $3,332-40.5% |
| Admin fee / account holder | $408 | $4,236-90.4% | $5,417-92.5% | $4,645-91.2% |