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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 | $14,054 | $100,194-86.0% | $122,979-88.6% | $86,983-83.8% |
| Participation rate | 68.0% | 73.0%-5.0pp | 77.2%-9.2pp | 69.5%-1.5pp |
| Annual return | 17.32% | 16.47%+0.8pp | 20.12%-2.8pp | 25.83%-8.5pp |
| Employer contribution / active EE | $1,165 | $2,326-49.9% | $3,062-62.0% | $2,584-54.9% |
| Participant deferral / active EE | $2,175 | $4,133-47.4% | $5,003-56.5% | $4,194-48.1% |
| Admin fee / account holder | $1,082 | $10,148-89.3% | $12,864-91.6% | $7,856-86.2% |