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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 | $20,661 | $93,598-77.9% | $135,974-84.8% | $75,173-72.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 16.50% | 30.89%-14.4pp | 68.30%-51.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $1,848 | $3,538-47.8% | $4,859-62.0% | $2,671-30.8% |
| Participant deferral / active EE | $3,290 | $6,405-48.6% | $7,760-57.6% | $4,126-20.3% |
| Admin fee / account holder | $332 | $6,978-95.2% | $10,767-96.9% | $5,651-94.1% |