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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 | $20,504 | $80,731-74.6% | $103,378-80.2% | $74,400-72.4% |
| Participation rate | 55.5% | 65.7%-10.2pp | 74.5%-19.0pp | 67.2%-11.8pp |
| Annual return | 13.04% | 27.56%-14.5pp | 24.91%-11.9pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $1,350 | $3,159-57.3% | $3,870-65.1% | $2,624-48.6% |
| Participant deferral / active EE | $2,932 | $3,862-24.1% | $5,058-42.0% | $4,348-32.6% |
| Admin fee / account holder | $2,167 | $2,369-8.5% | $8,401-74.2% | $1,944+11.5% |