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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 | $16,667 | $73,978-77.5% | $96,515-82.7% | $75,173-77.8% |
| Participation rate | 48.4% | 66.4%-18.0pp | 74.3%-26.0pp | 67.2%-18.8pp |
| Annual return | 27.12% | 26.72%+0.4pp | 35.73%-8.6pp | 160.72%-133.6pp |
| Employer contribution / active EE | $892 | $2,931-69.6% | $3,740-76.2% | $2,671-66.6% |
| Participant deferral / active EE | $1,734 | $3,660-52.6% | $4,880-64.5% | $4,126-58.0% |
| Admin fee / account holder | $677 | $5,219-87.0% | $6,735-89.9% | $5,651-88.0% |