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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 | $15,675 | $56,287-72.2% | $80,977-80.6% | $62,881-75.1% |
| Participation rate | 66.7% | 68.9%-2.3pp | 75.8%-9.1pp | 69.3%-2.6pp |
| Annual return | 9.46% | 22.13%-12.7pp | 17.11%-7.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,856 | $1,943-4.5% | $3,715-50.0% | $2,281-18.6% |
| Participant deferral / active EE | $2,639 | $4,196-37.1% | $5,696-53.7% | $3,203-17.6% |
| Admin fee / account holder | $5,843 | $3,742+56.1% | $5,517+5.9% | $4,296+36.0% |