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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 | $9,231 | $39,132-76.4% | $57,196-83.9% | $62,881-85.3% |
| Participation rate | 51.2% | 70.5%-19.3pp | 75.3%-24.1pp | 69.3%-18.1pp |
| Annual return | 14.03% | 9.24%+4.8pp | 14.59%-0.6pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,027 | $1,874-45.2% | $2,683-61.7% | $2,281-55.0% |
| Participant deferral / active EE | $2,215 | $2,374-6.7% | $3,096-28.5% | $3,203-30.8% |
| Admin fee / account holder | $582 | $2,594-77.5% | $3,141-81.5% | $4,296-86.4% |