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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 | $17,400 | $71,230-75.6% | $93,727-81.4% | $80,959-78.5% |
| Participation rate | 47.2% | 60.4%-13.2pp | 68.7%-21.5pp | 67.7%-20.4pp |
| Annual return | 15.24% | 11.26%+4.0pp | 133.83%-118.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $997 | $1,565-36.3% | $2,421-58.8% | $2,757-63.8% |
| Participant deferral / active EE | $1,448 | $4,037-64.1% | $4,417-67.2% | $4,300-66.3% |
| Admin fee / account holder | $1,569 | $6,961-77.5% | $8,292-81.1% | $6,925-77.3% |