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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 | $16,102 | $58,512-72.5% | $84,020-80.8% | $72,983-77.9% |
| Participation rate | 49.2% | 61.2%-12.1pp | 69.0%-19.9pp | 69.5%-20.3pp |
| Annual return | 17.50% | 28.93%-11.4pp | 71.31%-53.8pp | 81.01%-63.5pp |
| Employer contribution / active EE | $472 | $1,163-59.4% | $1,984-76.2% | $2,440-80.6% |
| Participant deferral / active EE | $2,641 | $2,394+10.3% | $3,239-18.5% | $3,608-26.8% |
| Admin fee / account holder | $1,584 | $4,569-65.3% | $6,101-74.0% | $5,124-69.1% |