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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 | $24,140 | $109,782-78.0% | $260,467-90.7% | $94,015-74.3% |
| Participation rate | 66.7% | 67.2%-0.5pp | 80.5%-13.8pp | 70.8%-4.2pp |
| Annual return | 12.37% | 18.60%-6.2pp | 100.60%-88.2pp | 17.84%-5.5pp |
| Employer contribution / active EE | $1,146 | $2,147-46.6% | $4,239-73.0% | $2,790-58.9% |
| Participant deferral / active EE | $1,616 | $4,044-60.0% | $6,319-74.4% | $4,249-62.0% |
| Admin fee / account holder | $4,000 | $11,958-66.5% | $15,461-74.1% | $8,951-55.3% |