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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 | $20,873 | $101,778-79.5% | $164,975-87.3% | $80,925-74.2% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.7%-27.7pp |
| Annual return | 16.71% | 16.73%0pp | 70.12%-53.4pp | 35.65%-18.9pp |
| Employer contribution / active EE | $1,326 | $2,954-55.1% | $4,343-69.5% | $2,756-51.9% |
| Participant deferral / active EE | $2,738 | $4,477-38.8% | $6,033-54.6% | $4,299-36.3% |
| Admin fee / account holder | $512 | $8,221-93.8% | $12,688-96.0% | $6,940-92.6% |