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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 | $24,202 | $95,762-74.7% | $379,746-93.6% | $79,852-69.7% |
| Participation rate | 45.3% | 74.0%-28.7pp | 78.4%-33.1pp | 69.6%-24.4pp |
| Annual return | 16.42% | 18.26%-1.8pp | 34.90%-18.5pp | 31.72%-15.3pp |
| Employer contribution / active EE | $1,275 | $2,695-52.7% | $3,540-64.0% | $2,471-48.4% |
| Participant deferral / active EE | $2,227 | $4,705-52.7% | $6,024-63.0% | $3,740-40.5% |
| Admin fee / account holder | $302 | $6,745-95.5% | $7,927-96.2% | $5,306-94.3% |