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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 | $21,163 | $87,733-75.9% | $106,554-80.1% | $85,851-75.3% |
| Participation rate | 50.0% | 71.9%-21.9pp | 76.1%-26.1pp | 69.3%-19.3pp |
| Annual return | 12.94% | 21.86%-8.9pp | 26.80%-13.9pp | 318.63%-305.7pp |
| Employer contribution / active EE | $1,208 | $2,073-41.7% | $2,819-57.2% | $2,565-52.9% |
| Participant deferral / active EE | $2,066 | $3,469-40.5% | $4,398-53.0% | $3,952-47.7% |
| Admin fee / account holder | $2,768 | $6,767-59.1% | $7,408-62.6% | $6,261-55.8% |