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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 | $20,198 | $81,487-75.2% | $102,412-80.3% | $80,935-75.0% |
| Participation rate | 52.2% | 66.8%-14.7pp | 74.5%-22.3pp | 67.7%-15.5pp |
| Annual return | 17.41% | 25.60%-8.2pp | 24.94%-7.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $1,651 | $3,103-46.8% | $3,870-57.3% | $2,757-40.1% |
| Participant deferral / active EE | $2,324 | $3,871-40.0% | $5,060-54.1% | $4,299-46.0% |
| Admin fee / account holder | $1,066 | $6,717-84.1% | $8,388-87.3% | $6,924-84.6% |