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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 | $18,702 | $93,617-80.0% | $135,982-86.2% | $75,177-75.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 21.29% | 30.89%-9.6pp | 68.32%-47.0pp | 160.75%-139.5pp |
| Employer contribution / active EE | $2,331 | $3,538-34.1% | $4,859-52.0% | $2,671-12.7% |
| Participant deferral / active EE | $3,198 | $6,406-50.1% | $7,760-58.8% | $4,126-22.5% |
| Admin fee / account holder | $996 | $6,980-85.7% | $10,767-90.8% | $5,651-82.4% |