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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 | $13,215 | $71,208-81.4% | $93,681-85.9% | $80,911-83.7% |
| Participation rate | 60.5% | 60.4%+0.1pp | 68.7%-8.3pp | 67.6%-7.2pp |
| Annual return | 11.06% | 11.27%-0.2pp | 133.47%-122.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $704 | $1,564-55.0% | $2,422-70.9% | $2,756-74.5% |
| Participant deferral / active EE | $1,940 | $4,035-51.9% | $4,415-56.1% | $4,297-54.9% |
| Admin fee / account holder | $4,869 | $6,951-30.0% | $8,290-41.3% | $6,935-29.8% |