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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 | $21,101 | $88,672-76.2% | $105,223-79.9% | $82,448-74.4% |
| Participation rate | 53.1% | 67.9%-14.8pp | 75.0%-21.9pp | 68.1%-14.9pp |
| Annual return | 21.82% | 30.86%-9.0pp | 180.65%-158.8pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,910 | $3,048-37.3% | $3,689-48.2% | $2,551-25.1% |
| Participant deferral / active EE | $2,814 | $4,036-30.3% | $5,072-44.5% | $4,139-32.0% |
| Admin fee / account holder | $1,438 | $7,146-79.9% | $8,859-83.8% | $7,234-80.1% |