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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 | $16,317 | $89,367-81.7% | $141,191-88.4% | $72,975-77.6% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.7pp | 69.5%-10.7pp |
| Annual return | 32.34% | 111.87%-79.5pp | 71.41%-39.1pp | 81.01%-48.7pp |
| Employer contribution / active EE | $1,278 | $3,115-59.0% | $4,736-73.0% | $2,440-47.6% |
| Participant deferral / active EE | $2,725 | $5,419-49.7% | $6,710-59.4% | $3,608-24.5% |
| Admin fee / account holder | $736 | $5,957-87.6% | $10,264-92.8% | $5,124-85.6% |