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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 | $20,135 | $80,985-75.1% | $96,576-79.2% | $75,181-73.2% |
| Participation rate | 41.9% | 71.8%-29.8pp | 76.0%-34.0pp | 67.2%-25.3pp |
| Annual return | 17.88% | 27.05%-9.2pp | 25.87%-8.0pp | 160.69%-142.8pp |
| Employer contribution / active EE | $766 | $2,282-66.5% | $2,965-74.2% | $2,671-71.3% |
| Participant deferral / active EE | $3,121 | $3,929-20.6% | $4,851-35.7% | $4,126-24.4% |
| Admin fee / account holder | $1,636 | $6,719-75.6% | $8,253-80.2% | $5,650-71.0% |