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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 | $12,348 | $77,523-84.1% | $100,383-87.7% | $80,874-84.7% |
| Participation rate | 63.0% | 77.0%-14.0pp | 81.5%-18.5pp | 67.6%-4.7pp |
| Annual return | 15.47% | 37.21%-21.7pp | 49.26%-33.8pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,122 | $2,801-59.9% | $3,944-71.5% | $2,756-59.3% |
| Participant deferral / active EE | $3,049 | $6,822-55.3% | $8,086-62.3% | $4,297-29.0% |
| Admin fee / account holder | $2,438 | $5,899-58.7% | $7,900-69.1% | $6,935-64.8% |