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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 | $10,270 | $93,064-89.0% | $74,577-86.2% | $273,972-96.3% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 6.64% | 26.18%-19.5pp | 20.47%-13.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,343 | $3,160-57.5% | $2,525-46.8% | $4,869-72.4% |
| Participant deferral / active EE | $2,174 | $4,160-47.7% | $3,458-37.1% | $5,287-58.9% |
| Admin fee / account holder | $505 | $5,273-90.4% | $4,138-87.8% | $10,133-95.0% |