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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 | $17,160 | $73,988-76.8% | $96,538-82.2% | $75,177-77.2% |
| Participation rate | 43.6% | 66.4%-22.8pp | 74.3%-30.8pp | 67.2%-23.6pp |
| Annual return | 17.27% | 26.73%-9.5pp | 35.74%-18.5pp | 160.75%-143.5pp |
| Employer contribution / active EE | $966 | $2,930-67.0% | $3,740-74.2% | $2,671-63.8% |
| Participant deferral / active EE | $2,087 | $3,660-43.0% | $4,880-57.2% | $4,126-49.4% |
| Admin fee / account holder | $2,210 | $5,220-57.6% | $6,737-67.2% | $5,651-60.9% |