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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 | $17,359 | $80,705-78.5% | $115,768-85.0% | $67,986-74.5% |
| Participation rate | 40.9% | 63.0%-22.1pp | 74.4%-33.5pp | 57.2%-16.3pp |
| Annual return | 15.81% | 18.49%-2.7pp | 100.46%-84.6pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,321 | $2,046-35.4% | $2,940-55.1% | $2,019-34.6% |
| Participant deferral / active EE | $2,590 | $3,559-27.2% | $4,917-47.3% | $3,358-22.9% |
| Admin fee / account holder | $2,523 | $4,135-39.0% | $12,439-79.7% | $3,203-21.2% |