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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 | $14,728 | $65,034-77.4% | $90,970-83.8% | $79,856-81.6% |
| Participation rate | 41.9% | 61.6%-19.7pp | 69.0%-27.1pp | 69.6%-27.7pp |
| Annual return | 24.31% | 30.45%-6.1pp | 134.60%-110.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $736 | $1,247-41.0% | $2,122-65.3% | $2,471-70.2% |
| Participant deferral / active EE | $1,305 | $2,512-48.1% | $3,373-61.3% | $3,741-65.1% |
| Admin fee / account holder | $572 | $4,536-87.4% | $5,961-90.4% | $5,306-89.2% |