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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 | $19,751 | $81,487-75.8% | $102,412-80.7% | $80,935-75.6% |
| Participation rate | 51.9% | 66.8%-15.0pp | 74.5%-22.7pp | 67.7%-15.8pp |
| Annual return | 24.09% | 25.60%-1.5pp | 24.94%-0.9pp | 35.66%-11.6pp |
| Employer contribution / active EE | $1,029 | $3,103-66.8% | $3,870-73.4% | $2,757-62.7% |
| Participant deferral / active EE | $2,183 | $3,871-43.6% | $5,060-56.9% | $4,299-49.2% |
| Admin fee / account holder | $396 | $6,717-94.1% | $8,388-95.3% | $6,924-94.3% |