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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 | $28,104 | $83,898-66.5% | $133,346-78.9% | $94,015-70.1% |
| Participation rate | 58.1% | 63.4%-5.3pp | 72.8%-14.8pp | 70.8%-12.8pp |
| Annual return | 19.19% | 16.00%+3.2pp | 36.85%-17.7pp | 17.84%+1.3pp |
| Employer contribution / active EE | $394 | $1,821-78.4% | $2,853-86.2% | $2,790-85.9% |
| Participant deferral / active EE | $2,098 | $3,245-35.3% | $4,332-51.6% | $4,249-50.6% |
| Admin fee / account holder | $7,290 | $7,809-6.6% | $14,264-48.9% | $8,951-18.6% |