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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 | $13,107 | $86,050-84.8% | $189,758-93.1% | $94,015-86.1% |
| Participation rate | 55.6% | 68.9%-13.3pp | 79.8%-24.2pp | 70.8%-15.3pp |
| Annual return | 17.77% | 17.77%0pp | 52.62%-34.9pp | 17.84%-0.1pp |
| Employer contribution / active EE | $1,042 | $2,819-63.0% | $4,767-78.1% | $2,790-62.6% |
| Participant deferral / active EE | $2,168 | $3,349-35.2% | $5,856-63.0% | $4,249-49.0% |
| Admin fee / account holder | $3,686 | $6,627-44.4% | $20,388-81.9% | $8,951-58.8% |