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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 | $18,827 | $67,602-72.2% | $82,312-77.1% | $70,126-73.2% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 20.94% | 21.57%-0.6pp | 25.88%-4.9pp | 73.15%-52.2pp |
| Employer contribution / active EE | $613 | $1,755-65.0% | $2,428-74.7% | $2,343-73.8% |
| Participant deferral / active EE | $1,461 | $2,987-51.1% | $3,706-60.6% | $3,332-56.2% |
| Admin fee / account holder | $1,705 | $4,512-62.2% | $5,608-69.6% | $4,645-63.3% |