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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 | $8,639 | $81,504-89.4% | $102,437-91.6% | $80,959-89.3% |
| Participation rate | 46.4% | 66.9%-20.4pp | 74.5%-28.1pp | 67.7%-21.2pp |
| Annual return | 13.40% | 25.60%-12.2pp | 24.95%-11.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $925 | $3,104-70.2% | $3,871-76.1% | $2,757-66.5% |
| Participant deferral / active EE | $1,717 | $3,871-55.6% | $5,060-66.1% | $4,300-60.1% |
| Admin fee / account holder | $1,436 | $6,719-78.6% | $8,388-82.9% | $6,925-79.3% |