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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 | $8,428 | $48,078-82.5% | $78,676-89.3% | $62,881-86.6% |
| Participation rate | 63.2% | 65.2%-2.0pp | 73.6%-10.3pp | 69.3%-6.1pp |
| Annual return | 7.07% | 31.36%-24.3pp | 62.19%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $650 | $2,015-67.7% | $2,850-77.2% | $2,281-71.5% |
| Participant deferral / active EE | $920 | $2,587-64.4% | $3,517-73.8% | $3,203-71.3% |
| Admin fee / account holder | $392 | $3,206-87.8% | $4,510-91.3% | $4,296-90.9% |