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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 | $17,223 | $93,345-81.5% | $119,126-85.5% | $87,485-80.3% |
| Participation rate | 40.5% | 68.7%-28.2pp | 75.8%-35.2pp | 68.9%-28.4pp |
| Annual return | 16.31% | 19.08%-2.8pp | 282.11%-265.8pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,230 | $3,172-61.2% | $4,034-69.5% | $2,596-52.6% |
| Participant deferral / active EE | $2,282 | $4,099-44.3% | $5,318-57.1% | $4,274-46.6% |
| Admin fee / account holder | $9,195 | $8,039+14.4% | $10,693-14.0% | $7,775+18.3% |