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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 | $4,159 | $72,273-94.2% | $101,275-95.9% | $79,856-94.8% |
| Participation rate | 67.9% | 68.5%-0.6pp | 75.8%-8.0pp | 69.6%-1.8pp |
| Annual return | 21.21% | 22.30%-1.1pp | 46.48%-25.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,015 | $2,691-62.3% | $3,660-72.3% | $2,471-58.9% |
| Participant deferral / active EE | $1,629 | $3,282-50.4% | $4,371-62.7% | $3,741-56.5% |
| Admin fee / account holder | $602 | $4,401-86.3% | $5,948-89.9% | $5,306-88.7% |