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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 | $5,465 | $58,627-90.7% | $76,735-92.9% | $82,448-93.4% |
| Participation rate | 60.6% | 63.2%-2.6pp | 69.5%-8.9pp | 68.1%-7.4pp |
| Annual return | 21.39% | 39.10%-17.7pp | 29.77%-8.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $476 | $1,729-72.5% | $2,454-80.6% | $2,551-81.3% |
| Participant deferral / active EE | $1,244 | $3,134-60.3% | $4,088-69.6% | $4,139-70.0% |
| Admin fee / account holder | $342 | $5,323-93.6% | $7,189-95.2% | $7,234-95.3% |