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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 | $18,643 | $93,346-80.0% | $71,796-74.0% | $273,972-93.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 4.12% | 130.39%-126.3pp | 78.04%-73.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $823 | $2,733-69.9% | $1,924-57.2% | $4,869-83.1% |
| Participant deferral / active EE | $1,032 | $3,475-70.3% | $2,794-63.1% | $5,287-80.5% |
| Admin fee / account holder | $1,043 | $6,571-84.1% | $4,815-78.3% | $10,133-89.7% |