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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 | $11,123 | $72,269-84.6% | $101,271-89.0% | $79,852-86.1% |
| Participation rate | 51.7% | 68.5%-16.7pp | 75.8%-24.1pp | 69.6%-17.9pp |
| Annual return | 12.72% | 22.29%-9.6pp | 46.48%-33.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $962 | $2,692-64.3% | $3,660-73.7% | $2,471-61.1% |
| Participant deferral / active EE | $1,783 | $3,282-45.7% | $4,371-59.2% | $3,740-52.3% |
| Admin fee / account holder | $5,252 | $4,401+19.3% | $5,948-11.7% | $5,306-1.0% |