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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 | $18,000 | $70,486-74.5% | $100,535-82.1% | $79,856-77.5% |
| Participation rate | 65.2% | 73.6%-8.4pp | 79.4%-14.2pp | 69.6%-4.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,444 | $2,165-33.3% | $3,419-57.8% | $2,471-41.6% |
| Participant deferral / active EE | $2,323 | $5,182-55.2% | $6,271-63.0% | $3,741-37.9% |
| Admin fee / account holder | $1,656 | $4,480-63.0% | $8,085-79.5% | $5,306-68.8% |