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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 | $25,037 | $80,992-69.1% | $96,534-74.1% | $75,173-66.7% |
| Participation rate | 59.6% | 71.8%-12.2pp | 76.0%-16.4pp | 67.2%-7.6pp |
| Annual return | 16.20% | 27.05%-10.9pp | 25.88%-9.7pp | 160.72%-144.5pp |
| Employer contribution / active EE | $973 | $2,283-57.4% | $2,965-67.2% | $2,671-63.6% |
| Participant deferral / active EE | $2,178 | $3,929-44.6% | $4,851-55.1% | $4,126-47.2% |
| Admin fee / account holder | $1,606 | $6,717-76.1% | $8,253-80.5% | $5,651-71.6% |