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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 | $9,314 | $153,311-93.9% | $109,313-91.5% | $273,972-96.6% |
| Participation rate | 28.6% | 80.1%-51.5pp | 71.3%-42.7pp | 83.0%-54.4pp |
| Annual return | 10.69% | 29.86%-19.2pp | 22.07%-11.4pp | 41.46%-30.8pp |
| Employer contribution / active EE | $506 | $5,619-91.0% | $3,892-87.0% | $4,869-89.6% |
| Participant deferral / active EE | $637 | $3,932-83.8% | $3,166-79.9% | $5,287-88.0% |
| Admin fee / account holder | $1,300 | $8,076-83.9% | $5,666-77.1% | $10,133-87.2% |