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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 | $13,122 | $48,364-72.9% | $71,796-81.7% | $62,881-79.1% |
| Participation rate | 66.2% | 60.6%+5.5pp | 69.1%-3.0pp | 69.3%-3.2pp |
| Annual return | 5.91% | 13.16%-7.3pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $925 | $1,042-11.2% | $1,924-51.9% | $2,281-59.4% |
| Participant deferral / active EE | $1,453 | $2,091-30.5% | $2,794-48.0% | $3,203-54.6% |
| Admin fee / account holder | $365 | $3,771-90.3% | $4,815-92.4% | $4,296-91.5% |