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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 | $11,143 | $84,236-86.8% | $170,439-93.5% | $70,124-84.1% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 23.12% | 23.06%+0.1pp | 205.94%-182.8pp | 73.14%-50.0pp |
| Employer contribution / active EE | $1,190 | $3,387-64.9% | $5,433-78.1% | $2,342-49.2% |
| Participant deferral / active EE | $1,835 | $3,086-40.5% | $4,939-62.9% | $3,332-44.9% |
| Admin fee / account holder | $537 | $5,698-90.6% | $13,881-96.1% | $4,645-88.4% |