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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 | $20,063 | $65,027-69.1% | $90,970-77.9% | $79,852-74.9% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.0%-15.7pp | 69.6%-16.3pp |
| Annual return | 16.71% | 30.45%-13.7pp | 134.58%-117.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $535 | $1,247-57.1% | $2,122-74.8% | $2,471-78.4% |
| Participant deferral / active EE | $1,476 | $2,512-41.2% | $3,373-56.2% | $3,740-60.5% |
| Admin fee / account holder | $3,991 | $4,535-12.0% | $5,960-33.0% | $5,306-24.8% |