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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 | $20,227 | $78,520-74.2% | $96,576-79.1% | $82,448-75.5% |
| Participation rate | 50.0% | 77.7%-27.7pp | 81.4%-31.4pp | 68.1%-18.1pp |
| Annual return | 17.59% | 41.30%-23.7pp | 38.47%-20.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,148 | $2,630-18.3% | $3,553-39.5% | $2,551-15.8% |
| Participant deferral / active EE | $3,303 | $6,754-51.1% | $7,956-58.5% | $4,139-20.2% |
| Admin fee / account holder | $7,340 | $13,455-45.4% | $11,381-35.5% | $7,234+1.5% |