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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 | $24,202 | $72,492-66.6% | $87,102-72.2% | $72,983-66.8% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.3pp | 69.5%-0.9pp |
| Annual return | 65.98% | 24.46%+41.5pp | 28.19%+37.8pp | 81.01%-15.0pp |
| Employer contribution / active EE | $1,550 | $1,894-18.2% | $2,521-38.5% | $2,440-36.5% |
| Participant deferral / active EE | $2,461 | $3,270-24.7% | $4,048-39.2% | $3,608-31.8% |
| Admin fee / account holder | $4,469 | $5,055-11.6% | $7,491-40.3% | $5,124-12.8% |