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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 | $13,600 | $67,602-79.9% | $82,312-83.5% | $70,126-80.6% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.9%-28.4pp | 69.5%-21.1pp |
| Annual return | 16.37% | 21.57%-5.2pp | 25.88%-9.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $677 | $1,755-61.4% | $2,428-72.1% | $2,343-71.1% |
| Participant deferral / active EE | $1,782 | $2,987-40.3% | $3,706-51.9% | $3,332-46.5% |
| Admin fee / account holder | $430 | $4,512-90.5% | $5,608-92.3% | $4,645-90.7% |