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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 | $19,027 | $78,483-75.8% | $106,201-82.1% | $74,546-74.5% |
| Participation rate | 51.1% | 72.8%-21.7pp | 75.3%-24.2pp | 67.2%-16.1pp |
| Annual return | 14.44% | 15.94%-1.5pp | 116.26%-101.8pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $1,283 | $2,522-49.1% | $3,170-59.5% | $2,624-51.1% |
| Participant deferral / active EE | $2,176 | $4,320-49.6% | $5,012-56.6% | $4,347-50.0% |
| Admin fee / account holder | $2,118 | $2,236-5.2% | $11,039-80.8% | $1,944+9.0% |