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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 | $11,392 | $89,259-87.2% | $107,187-89.4% | $82,637-86.2% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 37.21% | 21.02%+16.2pp | 204.55%-167.3pp | 53.51%-16.3pp |
| Employer contribution / active EE | $1,207 | $3,080-60.8% | $3,782-68.1% | $2,552-52.7% |
| Participant deferral / active EE | $1,682 | $4,037-58.3% | $5,096-67.0% | $4,126-59.2% |
| Admin fee / account holder | $1,493 | $7,381-79.8% | $9,162-83.7% | $7,339-79.7% |