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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 | $17,477 | $72,269-75.8% | $101,271-82.7% | $79,852-78.1% |
| Participation rate | 57.8% | 68.5%-10.7pp | 75.8%-18.0pp | 69.6%-11.9pp |
| Annual return | 13.27% | 22.29%-9.0pp | 46.48%-33.2pp | 31.72%-18.4pp |
| Employer contribution / active EE | $701 | $2,692-74.0% | $3,660-80.8% | $2,471-71.6% |
| Participant deferral / active EE | $2,102 | $3,282-35.9% | $4,371-51.9% | $3,740-43.8% |
| Admin fee / account holder | $1,491 | $4,401-66.1% | $5,948-74.9% | $5,306-71.9% |