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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 | $17,853 | $63,904-72.1% | $89,340-80.0% | $67,986-73.7% |
| Participation rate | 22.1% | 54.3%-32.2pp | 69.6%-47.5pp | 57.2%-35.1pp |
| Annual return | 18.88% | 18.09%+0.8pp | 20.57%-1.7pp | 31.67%-12.8pp |
| Employer contribution / active EE | $522 | $1,627-67.9% | $2,231-76.6% | $2,019-74.1% |
| Participant deferral / active EE | $1,337 | $2,691-50.3% | $3,823-65.0% | $3,358-60.2% |
| Admin fee / account holder | $1,640 | $3,315-50.5% | $6,704-75.5% | $3,203-48.8% |