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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 | $20,175 | $67,602-70.2% | $82,312-75.5% | $70,126-71.2% |
| Participation rate | 63.8% | 72.8%-8.9pp | 76.9%-13.1pp | 69.5%-5.7pp |
| Annual return | 17.16% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,141 | $1,755-35.0% | $2,428-53.0% | $2,343-51.3% |
| Participant deferral / active EE | $2,622 | $2,987-12.2% | $3,706-29.2% | $3,332-21.3% |
| Admin fee / account holder | $870 | $4,512-80.7% | $5,608-84.5% | $4,645-81.3% |