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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 | $15,234 | $81,487-81.3% | $102,412-85.1% | $80,935-81.2% |
| Participation rate | 53.1% | 66.8%-13.7pp | 74.5%-21.4pp | 67.7%-14.5pp |
| Annual return | 16.10% | 25.60%-9.5pp | 24.94%-8.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,895 | $3,103-38.9% | $3,870-51.0% | $2,757-31.3% |
| Participant deferral / active EE | $4,473 | $3,871+15.5% | $5,060-11.6% | $4,299+4.0% |
| Admin fee / account holder | $3,013 | $6,717-55.1% | $8,388-64.1% | $6,924-56.5% |