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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 | $17,533 | $88,672-80.2% | $105,223-83.3% | $82,448-78.7% |
| Participation rate | 64.7% | 67.9%-3.2pp | 75.0%-10.3pp | 68.1%-3.4pp |
| Annual return | 14.40% | 30.86%-16.5pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,025 | $3,048-66.4% | $3,689-72.2% | $2,551-59.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,115 | $7,146-84.4% | $8,859-87.4% | $7,234-84.6% |