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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 | $12,213 | $48,364-74.7% | $71,796-83.0% | $62,881-80.6% |
| Participation rate | 40.8% | 60.6%-19.8pp | 69.1%-28.3pp | 69.3%-28.5pp |
| Annual return | 10.99% | 13.16%-2.2pp | 78.04%-67.0pp | 20.14%-9.2pp |
| Employer contribution / active EE | $480 | $1,042-53.9% | $1,924-75.1% | $2,281-79.0% |
| Participant deferral / active EE | $2,399 | $2,091+14.7% | $2,794-14.1% | $3,203-25.1% |
| Admin fee / account holder | $375 | $3,771-90.1% | $4,815-92.2% | $4,296-91.3% |