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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 | $14,352 | $89,364-83.9% | $141,177-89.8% | $72,983-80.3% |
| Participation rate | 69.0% | 75.1%-6.2pp | 82.5%-13.5pp | 69.5%-0.5pp |
| Annual return | 26.57% | 111.86%-85.3pp | 71.40%-44.8pp | 81.01%-54.4pp |
| Employer contribution / active EE | $1,783 | $3,115-42.8% | $4,736-62.3% | $2,440-26.9% |
| Participant deferral / active EE | $4,092 | $5,419-24.5% | $6,710-39.0% | $3,608+13.4% |
| Admin fee / account holder | $2,789 | $5,959-53.2% | $10,263-72.8% | $5,124-45.6% |