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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 | $13,000 | $48,364-73.1% | $71,796-81.9% | $62,881-79.3% |
| Participation rate | 54.5% | 60.6%-6.1pp | 69.1%-14.6pp | 69.3%-14.8pp |
| Annual return | 7.52% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $289 | $1,042-72.3% | $1,924-85.0% | $2,281-87.3% |
| Participant deferral / active EE | $1,812 | $2,091-13.3% | $2,794-35.1% | $3,203-43.4% |
| Admin fee / account holder | $759 | $3,771-79.9% | $4,815-84.2% | $4,296-82.3% |