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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 | $15,395 | $89,364-82.8% | $141,177-89.1% | $72,983-78.9% |
| Participation rate | 69.0% | 75.1%-6.1pp | 82.5%-13.4pp | 69.5%-0.4pp |
| Annual return | 30.48% | 111.86%-81.4pp | 71.40%-40.9pp | 81.01%-50.5pp |
| Employer contribution / active EE | $2,136 | $3,115-31.4% | $4,736-54.9% | $2,440-12.5% |
| Participant deferral / active EE | $4,392 | $5,419-18.9% | $6,710-34.5% | $3,608+21.8% |
| Admin fee / account holder | $2,925 | $5,959-50.9% | $10,263-71.5% | $5,124-42.9% |