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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 | $13,754 | $55,453-75.2% | $170,436-91.9% | $62,293-77.9% |
| Participation rate | 61.0% | 66.4%-5.4pp | 83.6%-22.6pp | 69.5%-8.5pp |
| Annual return | 22.72% | 21.38%+1.3pp | 205.94%-183.2pp | 28.90%-6.2pp |
| Employer contribution / active EE | $371 | $2,164-82.9% | $5,433-93.2% | $2,042-81.8% |
| Participant deferral / active EE | $1,980 | $2,303-14.0% | $4,939-59.9% | $3,169-37.5% |
| Admin fee / account holder | $542 | $455+19.1% | $13,880-96.1% | $479+13.1% |