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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 | $15,112 | $46,877-67.8% | $122,354-87.6% | $70,126-78.5% |
| Participation rate | 61.7% | 58.2%+3.5pp | 71.6%-10.0pp | 69.5%-7.9pp |
| Annual return | 16.22% | 24.22%-8.0pp | 30.28%-14.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $783 | $1,288-39.3% | $4,051-80.7% | $2,343-66.6% |
| Participant deferral / active EE | $2,221 | $2,167+2.5% | $3,287-32.4% | $3,332-33.3% |
| Admin fee / account holder | $4,010 | $3,324+20.7% | $5,479-26.8% | $4,645-13.7% |