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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 | $19,831 | $110,483-82.1% | $145,433-86.4% | $79,634-75.1% |
| Participation rate | 47.7% | 71.1%-23.4pp | 82.1%-34.4pp | 62.5%-14.8pp |
| Annual return | 15.91% | 24.62%-8.7pp | 66.58%-50.7pp | 36.46%-20.6pp |
| Employer contribution / active EE | $906 | $4,053-77.6% | $4,554-80.1% | $2,529-64.2% |
| Participant deferral / active EE | $1,918 | $7,216-73.4% | $7,897-75.7% | $3,835-50.0% |
| Admin fee / account holder | $4,391 | $680+545.6% | $13,129-66.6% | $1,002+338.3% |