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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 | $17,307 | $65,041-73.4% | $90,965-81.0% | $79,858-78.3% |
| Participation rate | 63.3% | 61.6%+1.7pp | 69.0%-5.7pp | 69.6%-6.3pp |
| Annual return | 13.05% | 30.45%-17.4pp | 134.57%-121.5pp | 31.72%-18.7pp |
| Employer contribution / active EE | $701 | $1,247-43.8% | $2,122-67.0% | $2,471-71.6% |
| Participant deferral / active EE | $1,901 | $2,512-24.3% | $3,373-43.6% | $3,740-49.2% |
| Admin fee / account holder | $2,224 | $4,536-51.0% | $5,960-62.7% | $5,306-58.1% |