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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 | $18,317 | $88,672-79.3% | $105,223-82.6% | $82,448-77.8% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 22.85% | 30.86%-8.0pp | 180.65%-157.8pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,055 | $3,048-65.4% | $3,689-71.4% | $2,551-58.6% |
| Participant deferral / active EE | $1,737 | $4,036-57.0% | $5,072-65.8% | $4,139-58.0% |
| Admin fee / account holder | $617 | $7,146-91.4% | $8,859-93.0% | $7,234-91.5% |