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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 | $29,783 | $86,298-65.5% | $111,308-73.2% | $85,847-65.3% |
| Participation rate | 60.6% | 73.3%-12.7pp | 77.3%-16.7pp | 69.3%-8.7pp |
| Annual return | 15.91% | 19.99%-4.1pp | 54.67%-38.8pp | 318.61%-302.7pp |
| Employer contribution / active EE | $1,835 | $2,044-10.2% | $2,732-32.8% | $2,565-28.5% |
| Participant deferral / active EE | $2,222 | $3,641-39.0% | $4,487-50.5% | $3,952-43.8% |
| Admin fee / account holder | $1,457 | $8,189-82.2% | $7,965-81.7% | $6,261-76.7% |