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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 | $89,259-79.5% | $107,187-82.9% | $82,637-77.8% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 22.85% | 21.02%+1.8pp | 204.55%-181.7pp | 53.51%-30.7pp |
| Employer contribution / active EE | $1,055 | $3,080-65.7% | $3,782-72.1% | $2,552-58.6% |
| Participant deferral / active EE | $1,737 | $4,037-57.0% | $5,096-65.9% | $4,126-57.9% |
| Admin fee / account holder | $617 | $7,381-91.6% | $9,162-93.3% | $7,339-91.6% |