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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 | $14,234 | $101,752-86.0% | $164,928-91.4% | $80,911-82.4% |
| Participation rate | 59.1% | 71.8%-12.8pp | 78.6%-19.5pp | 67.6%-8.6pp |
| Annual return | 10.91% | 16.73%-5.8pp | 70.08%-59.2pp | 35.63%-24.7pp |
| Employer contribution / active EE | $2,713 | $2,953-8.1% | $4,343-37.5% | $2,756-1.6% |
| Participant deferral / active EE | $7,189 | $4,477+60.6% | $6,034+19.2% | $4,297+67.3% |
| Admin fee / account holder | $4,767 | $8,218-42.0% | $12,684-62.4% | $6,935-31.3% |