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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 | $27,117 | $79,779-66.0% | $153,741-82.4% | $74,478-63.6% |
| Participation rate | 58.9% | 69.9%-11.0pp | 77.1%-18.2pp | 67.2%-8.3pp |
| Annual return | 13.46% | 15.08%-1.6pp | 15.71%-2.3pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $2,334 | $4,026-42.0% | $5,042-53.7% | $2,626-11.1% |
| Participant deferral / active EE | $4,262 | $5,329-20.0% | $6,757-36.9% | $4,350-2.0% |
| Admin fee / account holder | $4,315 | $1,761+145.1% | $12,749-66.2% | $1,946+121.8% |