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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 | $15,462 | $81,487-81.0% | $102,412-84.9% | $80,935-80.9% |
| Participation rate | 48.1% | 66.8%-18.7pp | 74.5%-26.4pp | 67.7%-19.5pp |
| Annual return | 13.37% | 25.60%-12.2pp | 24.94%-11.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,111 | $3,103-64.2% | $3,870-71.3% | $2,757-59.7% |
| Participant deferral / active EE | $2,507 | $3,871-35.2% | $5,060-50.4% | $4,299-41.7% |
| Admin fee / account holder | $1,418 | $6,717-78.9% | $8,388-83.1% | $6,924-79.5% |