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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 | $7,290 | $43,075-83.1% | $74,577-90.2% | $62,881-88.4% |
| Participation rate | 28.0% | 58.1%-30.1pp | 68.1%-40.1pp | 69.3%-41.3pp |
| Annual return | 11.43% | 17.50%-6.1pp | 20.47%-9.0pp | 20.14%-8.7pp |
| Employer contribution / active EE | $405 | $1,498-73.0% | $2,525-84.0% | $2,281-82.2% |
| Participant deferral / active EE | $1,109 | $2,389-53.6% | $3,458-67.9% | $3,203-65.4% |
| Admin fee / account holder | $745 | $2,840-73.8% | $4,138-82.0% | $4,296-82.7% |