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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 | $8,478 | $51,769-83.6% | $57,356-85.2% | $52,331-83.8% |
| Participation rate | 68.5% | 75.2%-6.7pp | 75.1%-6.6pp | 68.1%+0.4pp |
| Annual return | 1.07% | 2.43%-1.4pp | 24.41%-23.3pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,028 | $2,335-56.0% | $2,689-61.8% | $1,882-45.4% |
| Participant deferral / active EE | $1,357 | $2,794-51.4% | $3,162-57.1% | $3,022-55.1% |
| Admin fee / account holder | $819 | $295+177.7% | $3,357-75.6% | $592+38.4% |