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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 | $20,414 | $89,259-77.1% | $107,187-81.0% | $82,637-75.3% |
| Participation rate | 63.0% | 67.9%-5.0pp | 75.0%-12.1pp | 68.1%-5.1pp |
| Annual return | 18.05% | 21.02%-3.0pp | 204.55%-186.5pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,433 | $3,080-53.5% | $3,782-62.1% | $2,552-43.8% |
| Participant deferral / active EE | $2,276 | $4,037-43.6% | $5,096-55.3% | $4,126-44.8% |
| Admin fee / account holder | $2,036 | $7,381-72.4% | $9,162-77.8% | $7,339-72.3% |