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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 | $21,154 | $87,733-75.9% | $106,554-80.1% | $85,851-75.4% |
| Participation rate | 29.7% | 71.9%-42.2pp | 76.1%-46.4pp | 69.3%-39.6pp |
| Annual return | 22.81% | 21.86%+0.9pp | 26.80%-4.0pp | 318.63%-295.8pp |
| Employer contribution / active EE | $1,189 | $2,073-42.6% | $2,819-57.8% | $2,565-53.6% |
| Participant deferral / active EE | $1,660 | $3,469-52.2% | $4,398-62.3% | $3,952-58.0% |
| Admin fee / account holder | $526 | $6,767-92.2% | $7,408-92.9% | $6,261-91.6% |