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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 | $17,358 | $67,602-74.3% | $82,312-78.9% | $70,126-75.2% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.9%-38.4pp | 69.5%-31.1pp |
| Annual return | 18.93% | 21.57%-2.6pp | 25.88%-7.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $571 | $1,755-67.5% | $2,428-76.5% | $2,343-75.6% |
| Participant deferral / active EE | $2,420 | $2,987-19.0% | $3,706-34.7% | $3,332-27.4% |
| Admin fee / account holder | $7,314 | $4,512+62.1% | $5,608+30.4% | $4,645+57.4% |