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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 | $20,463 | $67,411-69.6% | $91,004-77.5% | $70,126-70.8% |
| Participation rate | 60.5% | 71.4%-10.9pp | 75.6%-15.1pp | 69.5%-9.1pp |
| Annual return | 20.56% | -40.16%+60.7pp | 4.60%+16.0pp | 73.15%-52.6pp |
| Employer contribution / active EE | $784 | $1,786-56.1% | $2,456-68.1% | $2,343-66.5% |
| Participant deferral / active EE | $1,950 | $2,823-30.9% | $3,548-45.0% | $3,332-41.5% |
| Admin fee / account holder | $914 | $4,236-78.4% | $5,417-83.1% | $4,645-80.3% |