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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 | $21,104 | $72,492-70.9% | $87,102-75.8% | $72,983-71.1% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.9%-8.6pp | 69.5%-1.2pp |
| Annual return | 32.40% | 24.46%+7.9pp | 28.19%+4.2pp | 81.01%-48.6pp |
| Employer contribution / active EE | $530 | $1,894-72.0% | $2,521-79.0% | $2,440-78.3% |
| Participant deferral / active EE | $2,650 | $3,270-18.9% | $4,048-34.5% | $3,608-26.5% |
| Admin fee / account holder | $1,455 | $5,055-71.2% | $7,491-80.6% | $5,124-71.6% |