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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 | $8,662 | $50,972-83.0% | $88,538-90.2% | $72,975-88.1% |
| Participation rate | 20.0% | 63.4%-43.4pp | 68.7%-48.7pp | 69.5%-49.5pp |
| Annual return | 33.76% | 29.62%+4.1pp | 43.64%-9.9pp | 81.01%-47.3pp |
| Employer contribution / active EE | $480 | $1,475-67.5% | $2,098-77.1% | $2,440-80.3% |
| Participant deferral / active EE | $1,017 | $2,230-54.4% | $2,914-65.1% | $3,608-71.8% |
| Admin fee / account holder | $2,014 | $3,230-37.6% | $4,310-53.3% | $5,124-60.7% |