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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 | $14,429 | $88,672-83.7% | $105,223-86.3% | $82,448-82.5% |
| Participation rate | 48.4% | 67.9%-19.5pp | 75.0%-26.7pp | 68.1%-19.7pp |
| Annual return | 21.56% | 30.86%-9.3pp | 180.65%-159.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $938 | $3,048-69.2% | $3,689-74.6% | $2,551-63.2% |
| Participant deferral / active EE | $1,952 | $4,036-51.6% | $5,072-61.5% | $4,139-52.9% |
| Admin fee / account holder | $434 | $7,146-93.9% | $8,859-95.1% | $7,234-94.0% |