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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 | $14,341 | $62,672-77.1% | $185,117-92.3% | $70,126-79.5% |
| Participation rate | 38.3% | 63.8%-25.5pp | 77.3%-39.0pp | 69.5%-31.2pp |
| Annual return | 14.25% | 40.79%-26.5pp | 40.50%-26.2pp | 73.15%-58.9pp |
| Employer contribution / active EE | $573 | $1,753-67.3% | $4,182-86.3% | $2,343-75.5% |
| Participant deferral / active EE | $2,529 | $3,272-22.7% | $5,045-49.9% | $3,332-24.1% |
| Admin fee / account holder | $502 | $3,932-87.2% | $8,159-93.9% | $4,645-89.2% |