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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 | $16,359 | $48,364-66.2% | $71,796-77.2% | $62,881-74.0% |
| Participation rate | 67.7% | 60.6%+7.1pp | 69.1%-1.4pp | 69.3%-1.6pp |
| Annual return | 7.99% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,088 | $1,042+4.4% | $1,924-43.5% | $2,281-52.3% |
| Participant deferral / active EE | $1,366 | $2,091-34.7% | $2,794-51.1% | $3,203-57.4% |
| Admin fee / account holder | $4,786 | $3,771+26.9% | $4,815-0.6% | $4,296+11.4% |