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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 | $6,900 | $69,444-90.1% | $92,985-92.6% | $87,485-92.1% |
| Participation rate | 68.3% | 63.3%+5.0pp | 69.5%-1.2pp | 68.9%-0.7pp |
| Annual return | 27.22% | 23.85%+3.4pp | 27.99%-0.8pp | 26.06%+1.2pp |
| Employer contribution / active EE | $787 | $1,917-59.0% | $2,662-70.5% | $2,596-69.7% |
| Participant deferral / active EE | $2,761 | $3,364-17.9% | $4,377-36.9% | $4,274-35.4% |
| Admin fee / account holder | $974 | $6,137-84.1% | $9,463-89.7% | $7,775-87.5% |