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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 | $16,342 | $67,411-75.8% | $91,004-82.0% | $70,126-76.7% |
| Participation rate | 67.5% | 71.4%-3.9pp | 75.6%-8.1pp | 69.5%-2.0pp |
| Annual return | 21.06% | -40.16%+61.2pp | 4.60%+16.5pp | 73.15%-52.1pp |
| Employer contribution / active EE | $1,935 | $1,786+8.3% | $2,456-21.2% | $2,343-17.4% |
| Participant deferral / active EE | $3,199 | $2,823+13.3% | $3,548-9.8% | $3,332-4.0% |
| Admin fee / account holder | $1,341 | $4,236-68.4% | $5,417-75.3% | $4,645-71.1% |