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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 | $13,316 | $52,306-74.5% | $69,779-80.9% | $62,881-78.8% |
| Participation rate | 28.1% | 67.2%-39.1pp | 71.8%-43.7pp | 69.3%-41.2pp |
| Annual return | 5.83% | 13.35%-7.5pp | 12.99%-7.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $663 | $1,799-63.1% | $2,338-71.6% | $2,281-70.9% |
| Participant deferral / active EE | $1,078 | $2,395-55.0% | $2,931-63.2% | $3,203-66.3% |
| Admin fee / account holder | $4,200 | $3,691+13.8% | $4,381-4.1% | $4,296-2.2% |