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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 | $9,321 | $99,345-90.6% | $84,753-89.0% | $273,972-96.6% |
| Participation rate | 68.2% | 80.7%-12.5pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 5.67% | 22.93%-17.3pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,292 | $4,214-69.3% | $3,574-63.8% | $4,869-73.5% |
| Participant deferral / active EE | $1,825 | $4,270-57.3% | $3,712-50.8% | $5,287-65.5% |
| Admin fee / account holder | $3,087 | $6,645-53.5% | $5,333-42.1% | $10,133-69.5% |