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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 | $19,122 | $71,057-73.1% | $93,654-79.6% | $80,874-76.4% |
| Participation rate | 37.0% | 60.4%-23.4pp | 68.7%-31.8pp | 67.6%-30.7pp |
| Annual return | 31.76% | 11.26%+20.5pp | 133.34%-101.6pp | 35.62%-3.9pp |
| Employer contribution / active EE | $1,250 | $1,564-20.0% | $2,421-48.3% | $2,756-54.6% |
| Participant deferral / active EE | $2,333 | $4,034-42.2% | $4,413-47.1% | $4,297-45.7% |
| Admin fee / account holder | $1,152 | $6,944-83.4% | $8,282-86.1% | $6,935-83.4% |