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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 | $11,366 | $65,034-82.5% | $90,970-87.5% | $79,856-85.8% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 18.24% | 30.45%-12.2pp | 134.60%-116.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $676 | $1,247-45.8% | $2,122-68.1% | $2,471-72.6% |
| Participant deferral / active EE | $1,872 | $2,512-25.5% | $3,373-44.5% | $3,741-50.0% |
| Admin fee / account holder | $2,430 | $4,536-46.4% | $5,961-59.2% | $5,306-54.2% |