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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 | $9,104 | $106,524-91.5% | $152,301-94.0% | $87,485-89.6% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.4%-26.4pp | 68.9%-12.9pp |
| Annual return | 14.62% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,566 | $3,371-23.9% | $4,624-44.5% | $2,596-1.2% |
| Participant deferral / active EE | $4,024 | $6,525-38.3% | $8,004-49.7% | $4,274-5.8% |
| Admin fee / account holder | $1,387 | $8,287-83.3% | $14,398-90.4% | $7,775-82.2% |