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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 | $29,263 | $94,031-68.9% | $115,768-74.7% | $82,448-64.5% |
| Participation rate | 47.2% | 70.4%-23.2pp | 74.4%-27.2pp | 68.1%-20.9pp |
| Annual return | 14.98% | 20.61%-5.6pp | 100.46%-85.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,438 | $2,323-38.1% | $2,940-51.1% | $2,551-43.6% |
| Participant deferral / active EE | $2,860 | $3,972-28.0% | $4,917-41.8% | $4,139-30.9% |
| Admin fee / account holder | $4,298 | $10,249-58.1% | $12,439-65.4% | $7,234-40.6% |