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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 | $13,426 | $89,259-85.0% | $107,187-87.5% | $82,637-83.8% |
| Participation rate | 26.7% | 67.9%-41.3pp | 75.0%-48.4pp | 68.1%-41.4pp |
| Annual return | 20.03% | 21.02%-1.0pp | 204.55%-184.5pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,119 | $3,080-63.7% | $3,782-70.4% | $2,552-56.1% |
| Participant deferral / active EE | $2,060 | $4,037-49.0% | $5,096-59.6% | $4,126-50.1% |
| Admin fee / account holder | $1,805 | $7,381-75.5% | $9,162-80.3% | $7,339-75.4% |