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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 | $15,257 | $91,559-83.3% | $133,959-88.6% | $79,858-80.9% |
| Participation rate | 52.4% | 73.3%-21.0pp | 79.8%-27.5pp | 69.6%-17.3pp |
| Annual return | 15.27% | 61.85%-46.6pp | 45.09%-29.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $980 | $2,384-58.9% | $3,919-75.0% | $2,471-60.3% |
| Participant deferral / active EE | $1,693 | $3,734-54.7% | $5,047-66.5% | $3,740-54.7% |
| Admin fee / account holder | $1,592 | $6,321-74.8% | $8,928-82.2% | $5,306-70.0% |