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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 | $18,207 | $80,992-77.5% | $96,534-81.1% | $75,173-75.8% |
| Participation rate | 49.3% | 71.8%-22.5pp | 76.0%-26.7pp | 67.2%-17.9pp |
| Annual return | 19.68% | 27.05%-7.4pp | 25.88%-6.2pp | 160.72%-141.0pp |
| Employer contribution / active EE | $1,621 | $2,283-29.0% | $2,965-45.3% | $2,671-39.3% |
| Participant deferral / active EE | $2,913 | $3,929-25.9% | $4,851-39.9% | $4,126-29.4% |
| Admin fee / account holder | $879 | $6,717-86.9% | $8,253-89.3% | $5,651-84.4% |