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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 | $16,263 | $65,364-75.1% | $92,909-82.5% | $72,975-77.7% |
| Participation rate | 48.4% | 68.3%-19.9pp | 76.0%-27.6pp | 69.5%-21.1pp |
| Annual return | 21.02% | 42.11%-21.1pp | 109.44%-88.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,125 | $2,594-56.6% | $3,653-69.2% | $2,440-53.9% |
| Participant deferral / active EE | $1,386 | $3,128-55.7% | $4,238-67.3% | $3,608-61.6% |
| Admin fee / account holder | $567 | $4,251-86.7% | $5,795-90.2% | $5,124-88.9% |