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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 | $7,968 | $91,198-91.3% | $178,503-95.5% | $79,856-90.0% |
| Participation rate | 55.9% | 69.2%-13.3pp | 81.9%-26.0pp | 69.6%-13.8pp |
| Annual return | 27.60% | 24.20%+3.4pp | 151.12%-123.5pp | 31.71%-4.1pp |
| Employer contribution / active EE | $929 | $3,257-71.5% | $5,011-81.5% | $2,471-62.4% |
| Participant deferral / active EE | $2,323 | $3,237-28.2% | $5,202-55.3% | $3,741-37.9% |
| Admin fee / account holder | $808 | $6,748-88.0% | $13,987-94.2% | $5,306-84.8% |