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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 | $11,302 | $101,798-88.9% | $165,071-93.2% | $80,935-86.0% |
| Participation rate | 59.2% | 71.8%-12.6pp | 78.6%-19.4pp | 67.7%-8.5pp |
| Annual return | 21.50% | 16.73%+4.8pp | 70.17%-48.7pp | 35.66%-14.2pp |
| Employer contribution / active EE | $1,090 | $2,954-63.1% | $4,347-74.9% | $2,757-60.4% |
| Participant deferral / active EE | $2,069 | $4,476-53.8% | $6,035-65.7% | $4,299-51.9% |
| Admin fee / account holder | $421 | $8,221-94.9% | $12,695-96.7% | $6,924-93.9% |