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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 | $9,182 | $90,509-89.9% | $78,693-88.3% | $273,968-96.6% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 2.28% | 75.61%-73.3pp | 62.18%-59.9pp | 41.45%-39.2pp |
| Employer contribution / active EE | $335 | $3,175-89.5% | $2,850-88.3% | $4,869-93.1% |
| Participant deferral / active EE | $2,927 | $3,901-25.0% | $3,517-16.8% | $5,287-44.6% |
| Admin fee / account holder | $437 | $5,264-91.7% | $4,511-90.3% | $10,132-95.7% |