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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 | $11,115 | $41,824-73.4% | $136,833-91.9% | $69,733-84.1% |
| Participation rate | 31.6% | 29.3%+2.3pp | 59.0%-27.4pp | 62.5%-30.8pp |
| Annual return | 20.13% | 13.53%+6.6pp | 35.32%-15.2pp | 15.22%+4.9pp |
| Employer contribution / active EE | $414 | $494-16.1% | $1,319-68.6% | $2,250-81.6% |
| Participant deferral / active EE | $613 | $1,105-44.5% | $2,441-74.9% | $3,054-79.9% |
| Admin fee / account holder | $1,559 | $2,895-46.1% | $4,706-66.9% | $3,102-49.7% |