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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 | $13,925 | $54,541-74.5% | $78,778-82.3% | $70,126-80.1% |
| Participation rate | 57.1% | 60.8%-3.7pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 12.94% | 21.07%-8.1pp | 35.62%-22.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $313 | $1,089-71.2% | $1,986-84.2% | $2,343-86.6% |
| Participant deferral / active EE | $3,115 | $2,210+40.9% | $2,958+5.3% | $3,332-6.5% |
| Admin fee / account holder | $1,227 | $3,709-66.9% | $5,134-76.1% | $4,645-73.6% |