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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 | $27,097 | $101,798-73.4% | $165,071-83.6% | $80,935-66.5% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.7%-7.7pp |
| Annual return | 72.36% | 16.73%+55.6pp | 70.17%+2.2pp | 35.66%+36.7pp |
| Employer contribution / active EE | $1,735 | $2,954-41.3% | $4,347-60.1% | $2,757-37.1% |
| Participant deferral / active EE | $3,764 | $4,476-15.9% | $6,035-37.6% | $4,299-12.4% |
| Admin fee / account holder | $3,814 | $8,221-53.6% | $12,695-70.0% | $6,924-44.9% |