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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 | $19,380 | $81,504-76.2% | $102,437-81.1% | $80,959-76.1% |
| Participation rate | 55.2% | 66.9%-11.7pp | 74.5%-19.3pp | 67.7%-12.5pp |
| Annual return | 13.28% | 25.60%-12.3pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $978 | $3,104-68.5% | $3,871-74.7% | $2,757-64.5% |
| Participant deferral / active EE | $2,387 | $3,871-38.3% | $5,060-52.8% | $4,300-44.5% |
| Admin fee / account holder | $373 | $6,719-94.4% | $8,388-95.6% | $6,925-94.6% |