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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 | $17,452 | $64,359-72.9% | $90,161-80.6% | $70,126-75.1% |
| Participation rate | 13.8% | 70.4%-56.6pp | 76.9%-63.1pp | 69.5%-55.7pp |
| Annual return | 23.22% | 28.13%-4.9pp | 34.89%-11.7pp | 73.15%-49.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,803 | $4,389-58.9% | $5,287-65.9% | $3,332-45.9% |
| Admin fee / account holder | $13,707 | $3,945+247.5% | $5,943+130.6% | $4,645+195.1% |