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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 | $15,346 | $78,520-80.5% | $96,576-84.1% | $82,448-81.4% |
| Participation rate | 54.3% | 77.7%-23.4pp | 81.4%-27.2pp | 68.1%-13.8pp |
| Annual return | 21.80% | 41.30%-19.5pp | 38.47%-16.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,233 | $2,630-53.1% | $3,553-65.3% | $2,551-51.7% |
| Participant deferral / active EE | $3,180 | $6,754-52.9% | $7,956-60.0% | $4,139-23.2% |
| Admin fee / account holder | $2,719 | $13,455-79.8% | $11,381-76.1% | $7,234-62.4% |