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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 | $2,261 | $116,167-98.1% | $64,489-96.5% | $137,256-98.4% |
| Participation rate | 61.9% | 68.2%-6.3pp | 67.7%-5.8pp | 80.0%-18.1pp |
| Annual return | 18.86% | 36.55%-17.7pp | 55.03%-36.2pp | 220.34%-201.5pp |
| Employer contribution / active EE | $670 | $2,483-73.0% | $1,523-56.0% | $4,156-83.9% |
| Participant deferral / active EE | $1,050 | $4,215-75.1% | $2,778-62.2% | $6,407-83.6% |
| Admin fee / account holder | $785 | $6,188-87.3% | $4,260-81.6% | $12,270-93.6% |