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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 | $17,235 | $81,487-78.8% | $102,412-83.2% | $80,935-78.7% |
| Participation rate | 41.5% | 66.8%-25.4pp | 74.5%-33.0pp | 67.7%-26.2pp |
| Annual return | 16.08% | 25.60%-9.5pp | 24.94%-8.9pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,146 | $3,103-63.1% | $3,870-70.4% | $2,757-58.4% |
| Participant deferral / active EE | $1,943 | $3,871-49.8% | $5,060-61.6% | $4,299-54.8% |
| Admin fee / account holder | $1,259 | $6,717-81.3% | $8,388-85.0% | $6,924-81.8% |