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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 | $28,678 | $146,267-80.4% | $197,124-85.5% | $82,448-65.2% |
| Participation rate | 64.8% | 84.0%-19.2pp | 86.7%-21.9pp | 68.1%-3.3pp |
| Annual return | 16.16% | 29.61%-13.5pp | 44.34%-28.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,186 | $4,723-53.7% | $6,227-64.9% | $2,551-14.3% |
| Participant deferral / active EE | $4,146 | $7,035-41.1% | $9,135-54.6% | $4,139+0.2% |
| Admin fee / account holder | $10,158 | $14,422-29.6% | $16,298-37.7% | $7,234+40.4% |