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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 | $25,248 | $67,602-62.7% | $82,312-69.3% | $70,126-64.0% |
| Participation rate | 53.5% | 72.8%-19.3pp | 76.9%-23.4pp | 69.5%-16.1pp |
| Annual return | 16.54% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $414 | $1,755-76.4% | $2,428-83.0% | $2,343-82.3% |
| Participant deferral / active EE | $1,647 | $2,987-44.9% | $3,706-55.6% | $3,332-50.6% |
| Admin fee / account holder | $2,378 | $4,512-47.3% | $5,608-57.6% | $4,645-48.8% |