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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 | $27,073 | $80,985-66.6% | $96,576-72.0% | $75,181-64.0% |
| Participation rate | 60.8% | 71.8%-11.0pp | 76.0%-15.2pp | 67.2%-6.4pp |
| Annual return | 21.70% | 27.05%-5.3pp | 25.87%-4.2pp | 160.69%-139.0pp |
| Employer contribution / active EE | $2,147 | $2,282-6.0% | $2,965-27.6% | $2,671-19.6% |
| Participant deferral / active EE | $5,669 | $3,929+44.3% | $4,851+16.9% | $4,126+37.4% |
| Admin fee / account holder | $2,378 | $6,719-64.6% | $8,253-71.2% | $5,650-57.9% |