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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 | $10,945 | $79,961-86.3% | $98,462-88.9% | $75,177-85.4% |
| Participation rate | 54.5% | 70.4%-15.8pp | 75.2%-20.6pp | 67.2%-12.7pp |
| Annual return | 25.00% | 19.75%+5.3pp | 21.17%+3.8pp | 160.75%-135.7pp |
| Employer contribution / active EE | $1,307 | $2,264-42.3% | $3,049-57.1% | $2,671-51.1% |
| Participant deferral / active EE | $1,857 | $3,753-50.5% | $4,738-60.8% | $4,126-55.0% |
| Admin fee / account holder | $409 | $6,842-94.0% | $8,875-95.4% | $5,651-92.8% |