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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 | $9,465 | $65,034-85.4% | $90,970-89.6% | $79,856-88.1% |
| Participation rate | 64.6% | 61.6%+3.0pp | 69.0%-4.4pp | 69.6%-5.1pp |
| Annual return | 40.23% | 30.45%+9.8pp | 134.60%-94.4pp | 31.71%+8.5pp |
| Employer contribution / active EE | $297 | $1,247-76.2% | $2,122-86.0% | $2,471-88.0% |
| Participant deferral / active EE | $3,344 | $2,512+33.1% | $3,373-0.9% | $3,741-10.6% |
| Admin fee / account holder | $807 | $4,536-82.2% | $5,961-86.5% | $5,306-84.8% |