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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 | $8,568 | $58,493-85.4% | $84,021-89.8% | $72,975-88.3% |
| Participation rate | 63.9% | 61.2%+2.7pp | 69.0%-5.1pp | 69.5%-5.6pp |
| Annual return | 24.72% | 28.93%-4.2pp | 71.32%-46.6pp | 81.01%-56.3pp |
| Employer contribution / active EE | $508 | $1,163-56.4% | $1,984-74.4% | $2,440-79.2% |
| Participant deferral / active EE | $1,553 | $2,394-35.1% | $3,239-52.1% | $3,608-57.0% |
| Admin fee / account holder | $495 | $4,569-89.2% | $6,102-91.9% | $5,124-90.3% |