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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 | $22,254 | $65,041-65.8% | $90,965-75.5% | $79,858-72.1% |
| Participation rate | 38.9% | 61.6%-22.7pp | 69.0%-30.1pp | 69.6%-30.7pp |
| Annual return | 47.14% | 30.45%+16.7pp | 134.57%-87.4pp | 31.72%+15.4pp |
| Employer contribution / active EE | $542 | $1,247-56.6% | $2,122-74.5% | $2,471-78.1% |
| Participant deferral / active EE | $2,227 | $2,512-11.3% | $3,373-34.0% | $3,740-40.5% |
| Admin fee / account holder | $1,084 | $4,536-76.1% | $5,960-81.8% | $5,306-79.6% |