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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 | $15,501 | $73,955-79.0% | $96,520-83.9% | $75,181-79.4% |
| Participation rate | 69.0% | 66.4%+2.5pp | 74.3%-5.4pp | 67.2%+1.8pp |
| Annual return | 17.07% | 26.72%-9.6pp | 35.72%-18.6pp | 160.69%-143.6pp |
| Employer contribution / active EE | $1,959 | $2,930-33.1% | $3,739-47.6% | $2,671-26.6% |
| Participant deferral / active EE | $2,301 | $3,659-37.1% | $4,879-52.8% | $4,126-44.2% |
| Admin fee / account holder | $3,475 | $5,217-33.4% | $6,733-48.4% | $5,650-38.5% |