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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 | $15,595 | $65,364-76.1% | $92,909-83.2% | $72,975-78.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 28.42% | 42.11%-13.7pp | 109.44%-81.0pp | 81.01%-52.6pp |
| Employer contribution / active EE | $690 | $2,594-73.4% | $3,653-81.1% | $2,440-71.7% |
| Participant deferral / active EE | $2,612 | $3,128-16.5% | $4,238-38.4% | $3,608-27.6% |
| Admin fee / account holder | $1,546 | $4,251-63.6% | $5,795-73.3% | $5,124-69.8% |