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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 | $26,106 | $201,264-87.0% | $184,185-85.8% | $145,978-82.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 22.93% | 29.00%-6.1pp | 28.81%-5.9pp | 550.52%-527.6pp |
| Employer contribution / active EE | $1,926 | $7,021-72.6% | $6,426-70.0% | $4,662-58.7% |
| Participant deferral / active EE | $3,132 | $9,806-68.1% | $9,132-65.7% | $6,690-53.2% |
| Admin fee / account holder | $4,306 | $16,376-73.7% | $13,909-69.0% | $13,400-67.9% |