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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 | $12,387 | $68,852-82.0% | $120,524-89.7% | $80,925-84.7% |
| Participation rate | 45.6% | 61.6%-16.0pp | 71.9%-26.3pp | 67.7%-22.1pp |
| Annual return | 16.03% | 23.67%-7.6pp | 107.36%-91.3pp | 35.65%-19.6pp |
| Employer contribution / active EE | $2,910 | $2,063+41.0% | $3,469-16.1% | $2,756+5.6% |
| Participant deferral / active EE | $2,258 | $3,187-29.1% | $4,994-54.8% | $4,299-47.5% |
| Admin fee / account holder | $4,677 | $5,781-19.1% | $9,440-50.5% | $6,940-32.6% |