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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 | $13,192 | $81,504-83.8% | $102,437-87.1% | $80,959-83.7% |
| Participation rate | 58.6% | 66.9%-8.2pp | 74.5%-15.9pp | 67.7%-9.0pp |
| Annual return | 39.87% | 25.60%+14.3pp | 24.95%+14.9pp | 35.67%+4.2pp |
| Employer contribution / active EE | $1,645 | $3,104-47.0% | $3,871-57.5% | $2,757-40.4% |
| Participant deferral / active EE | $2,629 | $3,871-32.1% | $5,060-48.1% | $4,300-38.9% |
| Admin fee / account holder | $557 | $6,719-91.7% | $8,388-93.4% | $6,925-92.0% |