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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 | $11,326 | $61,356-81.5% | $149,696-92.4% | $71,511-84.2% |
| Participation rate | 29.4% | 62.5%-33.1pp | 78.8%-49.4pp | 67.9%-38.5pp |
| Annual return | 24.10% | 35.86%-11.8pp | 134.46%-110.4pp | 28.86%-4.8pp |
| Employer contribution / active EE | $600 | $2,382-74.8% | $4,821-87.5% | $2,589-76.8% |
| Participant deferral / active EE | $839 | $2,920-71.3% | $5,682-85.2% | $4,291-80.4% |
| Admin fee / account holder | $1,439 | $1,263+13.9% | $13,212-89.1% | $1,588-9.4% |