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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 | $16,637 | $65,027-74.4% | $90,970-81.7% | $79,852-79.2% |
| Participation rate | 25.9% | 61.6%-35.7pp | 69.0%-43.2pp | 69.6%-43.8pp |
| Annual return | 28.02% | 30.45%-2.4pp | 134.58%-106.6pp | 31.72%-3.7pp |
| Employer contribution / active EE | $660 | $1,247-47.1% | $2,122-68.9% | $2,471-73.3% |
| Participant deferral / active EE | $1,379 | $2,512-45.1% | $3,373-59.1% | $3,740-63.1% |
| Admin fee / account holder | $2,113 | $4,535-53.4% | $5,960-64.5% | $5,306-60.2% |