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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 | $17,786 | $89,367-80.1% | $141,191-87.4% | $72,975-75.6% |
| Participation rate | 68.2% | 75.1%-6.9pp | 82.5%-14.3pp | 69.5%-1.3pp |
| Annual return | 43.09% | 111.87%-68.8pp | 71.41%-28.3pp | 81.01%-37.9pp |
| Employer contribution / active EE | $1,458 | $3,115-53.2% | $4,736-69.2% | $2,440-40.2% |
| Participant deferral / active EE | $4,386 | $5,419-19.0% | $6,710-34.6% | $3,608+21.6% |
| Admin fee / account holder | $1,518 | $5,957-74.5% | $10,264-85.2% | $5,124-70.4% |