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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 | $13,286 | $72,273-81.6% | $101,275-86.9% | $79,856-83.4% |
| Participation rate | 61.5% | 68.5%-6.9pp | 75.8%-14.3pp | 69.6%-8.1pp |
| Annual return | 17.73% | 22.30%-4.6pp | 46.48%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,477 | $2,691-45.1% | $3,660-59.6% | $2,471-40.2% |
| Participant deferral / active EE | $1,810 | $3,282-44.8% | $4,371-58.6% | $3,741-51.6% |
| Admin fee / account holder | $1,136 | $4,401-74.2% | $5,948-80.9% | $5,306-78.6% |