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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 | $20,512 | $101,795-79.8% | $165,100-87.6% | $80,959-74.7% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.7%-7.7pp |
| Annual return | 16.51% | 16.73%-0.2pp | 70.21%-53.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,253 | $2,954-57.6% | $4,348-71.2% | $2,757-54.6% |
| Participant deferral / active EE | $2,413 | $4,476-46.1% | $6,035-60.0% | $4,300-43.9% |
| Admin fee / account holder | $795 | $8,221-90.3% | $12,696-93.7% | $6,925-88.5% |