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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 | $11,684 | $90,400-87.1% | $186,193-93.7% | $87,485-86.6% |
| Participation rate | 44.7% | 66.2%-21.5pp | 77.1%-32.4pp | 68.9%-24.3pp |
| Annual return | 18.94% | 22.15%-3.2pp | 78.03%-59.1pp | 26.06%-7.1pp |
| Employer contribution / active EE | $750 | $2,170-65.5% | $3,918-80.9% | $2,596-71.1% |
| Participant deferral / active EE | $1,505 | $4,330-65.2% | $6,513-76.9% | $4,274-64.8% |
| Admin fee / account holder | $617 | $8,673-92.9% | $11,058-94.4% | $7,775-92.1% |