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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 | $18,187 | $76,834-76.3% | $108,359-83.2% | $87,485-79.2% |
| Participation rate | 60.7% | 61.7%-1.0pp | 70.1%-9.4pp | 68.9%-8.2pp |
| Annual return | 20.25% | 19.09%+1.2pp | 36.89%-16.6pp | 26.06%-5.8pp |
| Employer contribution / active EE | $2,316 | $1,556+48.8% | $2,399-3.5% | $2,596-10.8% |
| Participant deferral / active EE | $2,632 | $3,100-15.1% | $4,137-36.4% | $4,274-38.4% |
| Admin fee / account holder | $1,669 | $6,537-74.5% | $9,741-82.9% | $7,775-78.5% |