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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 | $17,605 | $88,672-80.1% | $105,223-83.3% | $82,448-78.6% |
| Participation rate | 51.7% | 67.9%-16.2pp | 75.0%-23.3pp | 68.1%-16.3pp |
| Annual return | 20.03% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,509 | $3,048-50.5% | $3,689-59.1% | $2,551-40.8% |
| Participant deferral / active EE | $2,610 | $4,036-35.3% | $5,072-48.5% | $4,139-37.0% |
| Admin fee / account holder | $737 | $7,146-89.7% | $8,859-91.7% | $7,234-89.8% |