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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 | $13,962 | $84,236-83.4% | $170,435-91.8% | $70,126-80.1% |
| Participation rate | 63.5% | 70.8%-7.3pp | 83.6%-20.1pp | 69.5%-6.0pp |
| Annual return | 16.58% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $959 | $3,387-71.7% | $5,432-82.3% | $2,343-59.1% |
| Participant deferral / active EE | $1,457 | $3,086-52.8% | $4,939-70.5% | $3,332-56.3% |
| Admin fee / account holder | $5,575 | $5,698-2.2% | $13,881-59.8% | $4,645+20.0% |