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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 | $14,327 | $84,236-83.0% | $170,435-91.6% | $70,126-79.6% |
| Participation rate | 53.2% | 70.8%-17.6pp | 83.6%-30.4pp | 69.5%-16.3pp |
| Annual return | 14.49% | 23.06%-8.6pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $727 | $3,387-78.5% | $5,432-86.6% | $2,343-69.0% |
| Participant deferral / active EE | $850 | $3,086-72.5% | $4,939-82.8% | $3,332-74.5% |
| Admin fee / account holder | $364 | $5,698-93.6% | $13,881-97.4% | $4,645-92.2% |