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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 | $27,200 | $87,132-68.8% | $105,624-74.2% | $80,959-66.4% |
| Participation rate | 48.0% | 70.4%-22.4pp | 75.3%-27.3pp | 67.7%-19.7pp |
| Annual return | 16.02% | 17.03%-1.0pp | 116.20%-100.2pp | 35.67%-19.6pp |
| Employer contribution / active EE | $761 | $2,397-68.2% | $3,168-76.0% | $2,757-72.4% |
| Participant deferral / active EE | $2,868 | $3,985-28.0% | $5,013-42.8% | $4,300-33.3% |
| Admin fee / account holder | $10,649 | $8,449+26.0% | $10,961-2.9% | $6,925+53.8% |