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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 | $24,050 | $64,010-62.4% | $108,359-77.8% | $64,340-62.6% |
| Participation rate | 46.2% | 49.4%-3.2pp | 70.1%-23.9pp | 55.2%-9.0pp |
| Annual return | 15.09% | 19.74%-4.6pp | 36.89%-21.8pp | 24.14%-9.1pp |
| Employer contribution / active EE | $366 | $1,029-64.4% | $2,399-84.7% | $1,862-80.3% |
| Participant deferral / active EE | $1,747 | $2,395-27.1% | $4,137-57.8% | $2,980-41.4% |
| Admin fee / account holder | $2,362 | $4,885-51.6% | $9,741-75.8% | $3,703-36.2% |