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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 | $30,718 | $114,712-73.2% | $173,730-82.3% | $87,485-64.9% |
| Participation rate | 65.4% | 73.0%-7.6pp | 79.6%-14.2pp | 68.9%-3.5pp |
| Annual return | 18.76% | 20.18%-1.4pp | 19.96%-1.2pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,826 | $2,904-37.1% | $4,577-60.1% | $2,596-29.7% |
| Participant deferral / active EE | $2,463 | $4,642-46.9% | $6,326-61.1% | $4,274-42.4% |
| Admin fee / account holder | $532 | $10,210-94.8% | $17,523-97.0% | $7,775-93.2% |