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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 | $14,310 | $93,617-84.7% | $135,982-89.5% | $75,177-81.0% |
| Participation rate | 36.6% | 75.2%-38.6pp | 81.9%-45.3pp | 67.2%-30.6pp |
| Annual return | 36.12% | 30.89%+5.2pp | 68.32%-32.2pp | 160.75%-124.6pp |
| Employer contribution / active EE | $820 | $3,538-76.8% | $4,859-83.1% | $2,671-69.3% |
| Participant deferral / active EE | $2,958 | $6,406-53.8% | $7,760-61.9% | $4,126-28.3% |
| Admin fee / account holder | $2,601 | $6,980-62.7% | $10,767-75.8% | $5,651-54.0% |