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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 | $21,183 | $88,672-76.1% | $105,223-79.9% | $82,448-74.3% |
| Participation rate | 22.2% | 67.9%-45.7pp | 75.0%-52.8pp | 68.1%-45.8pp |
| Annual return | 17.03% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,034 | $3,048-66.1% | $3,689-72.0% | $2,551-59.5% |
| Participant deferral / active EE | $2,903 | $4,036-28.1% | $5,072-42.8% | $4,139-29.9% |
| Admin fee / account holder | $21,678 | $7,146+203.4% | $8,859+144.7% | $7,234+199.6% |