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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 | $9,651 | $78,015-87.6% | $178,505-94.6% | $80,959-88.1% |
| Participation rate | 60.6% | 65.7%-5.1pp | 77.1%-16.5pp | 67.7%-7.1pp |
| Annual return | 23.72% | 18.10%+5.6pp | 27.16%-3.4pp | 35.67%-11.9pp |
| Employer contribution / active EE | $1,402 | $2,281-38.6% | $3,955-64.6% | $2,757-49.2% |
| Participant deferral / active EE | $1,828 | $4,406-58.5% | $6,280-70.9% | $4,300-57.5% |
| Admin fee / account holder | $396 | $7,160-94.5% | $10,428-96.2% | $6,925-94.3% |