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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 | $9,069 | $84,236-89.2% | $170,435-94.7% | $70,126-87.1% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 21.73% | 23.06%-1.3pp | 205.94%-184.2pp | 73.15%-51.4pp |
| Employer contribution / active EE | $1,020 | $3,387-69.9% | $5,432-81.2% | $2,343-56.5% |
| Participant deferral / active EE | $1,739 | $3,086-43.6% | $4,939-64.8% | $3,332-47.8% |
| Admin fee / account holder | $1,883 | $5,698-67.0% | $13,881-86.4% | $4,645-59.5% |