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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 | $10,828 | $153,311-92.9% | $109,313-90.1% | $273,972-96.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 9.94% | 29.86%-19.9pp | 22.07%-12.1pp | 41.46%-31.5pp |
| Employer contribution / active EE | $981 | $5,619-82.6% | $3,892-74.8% | $4,869-79.9% |
| Participant deferral / active EE | $2,636 | $3,932-33.0% | $3,166-16.8% | $5,287-50.1% |
| Admin fee / account holder | $6,632 | $8,076-17.9% | $5,666+17.0% | $10,133-34.5% |