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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 | $25,079 | $81,334-69.2% | $113,397-77.9% | $64,097-60.9% |
| Participation rate | 41.1% | 65.6%-24.5pp | 76.5%-35.4pp | 55.2%-14.1pp |
| Annual return | 19.34% | 32.50%-13.2pp | 23.20%-3.9pp | 34.64%-15.3pp |
| Employer contribution / active EE | $1,439 | $2,077-30.7% | $2,977-51.7% | $1,891-23.9% |
| Participant deferral / active EE | $2,611 | $3,795-31.2% | $5,076-48.6% | $3,080-15.2% |
| Admin fee / account holder | $4,093 | $4,208-2.7% | $11,957-65.8% | $3,454+18.5% |