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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 | $22,366 | $94,031-76.2% | $115,768-80.7% | $82,448-72.9% |
| Participation rate | 50.8% | 70.4%-19.6pp | 74.4%-23.5pp | 68.1%-17.2pp |
| Annual return | 18.32% | 20.61%-2.3pp | 100.46%-82.1pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,681 | $2,323-27.6% | $2,940-42.8% | $2,551-34.1% |
| Participant deferral / active EE | $2,518 | $3,972-36.6% | $4,917-48.8% | $4,139-39.2% |
| Admin fee / account holder | $2,513 | $10,249-75.5% | $12,439-79.8% | $7,234-65.3% |