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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 | $24,471 | $79,779-69.3% | $153,741-84.1% | $74,478-67.1% |
| Participation rate | 61.4% | 69.9%-8.5pp | 77.1%-15.7pp | 67.2%-5.8pp |
| Annual return | 15.67% | 15.08%+0.6pp | 15.71%0pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $1,485 | $4,026-63.1% | $5,042-70.5% | $2,626-43.5% |
| Participant deferral / active EE | $2,670 | $5,329-49.9% | $6,757-60.5% | $4,350-38.6% |
| Admin fee / account holder | $1,900 | $1,761+7.9% | $12,749-85.1% | $1,946-2.3% |