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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 | $18,150 | $60,352-69.9% | $74,185-75.5% | $62,881-71.1% |
| Participation rate | 56.7% | 72.7%-16.0pp | 76.6%-19.9pp | 69.3%-12.6pp |
| Annual return | 7.82% | 21.37%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $625 | $1,680-62.8% | $2,370-73.6% | $2,281-72.6% |
| Participant deferral / active EE | $1,645 | $2,856-42.4% | $3,550-53.7% | $3,203-48.6% |
| Admin fee / account holder | $1,778 | $4,261-58.3% | $5,586-68.2% | $4,296-58.6% |