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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 | $20,752 | $58,726-64.7% | $92,240-77.5% | $62,293-66.7% |
| Participation rate | 62.1% | 68.3%-6.2pp | 76.5%-14.3pp | 69.5%-7.4pp |
| Annual return | 16.97% | 43.62%-26.6pp | 176.29%-159.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $931 | $2,392-61.1% | $3,680-74.7% | $2,042-54.4% |
| Participant deferral / active EE | $1,797 | $2,766-35.0% | $3,897-53.9% | $3,169-43.3% |
| Admin fee / account holder | $477 | $556-14.3% | $5,194-90.8% | $479-0.5% |