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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 | $13,803 | $88,672-84.4% | $105,223-86.9% | $82,448-83.3% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 27.73% | 30.86%-3.1pp | 180.65%-152.9pp | 41.64%-13.9pp |
| Employer contribution / active EE | $1,135 | $3,048-62.8% | $3,689-69.2% | $2,551-55.5% |
| Participant deferral / active EE | $2,527 | $4,036-37.4% | $5,072-50.2% | $4,139-39.0% |
| Admin fee / account holder | $872 | $7,146-87.8% | $8,859-90.2% | $7,234-87.9% |