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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 | $16,089 | $48,364-66.7% | $71,796-77.6% | $62,881-74.4% |
| Participation rate | 60.0% | 60.6%-0.6pp | 69.1%-9.1pp | 69.3%-9.3pp |
| Annual return | 7.36% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $439 | $1,042-57.9% | $1,924-77.2% | $2,281-80.8% |
| Participant deferral / active EE | $2,229 | $2,091+6.6% | $2,794-20.2% | $3,203-30.4% |
| Admin fee / account holder | $1,137 | $3,771-69.8% | $4,815-76.4% | $4,296-73.5% |