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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 | $11,359 | $115,225-90.1% | $100,712-88.7% | $138,895-91.8% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 16.18% | 40.35%-24.2pp | 33.27%-17.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $987 | $2,771-64.4% | $2,313-57.3% | $4,194-76.5% |
| Participant deferral / active EE | $1,320 | $4,699-71.9% | $4,085-67.7% | $6,396-79.4% |
| Admin fee / account holder | $7,377 | $10,844-32.0% | $9,256-20.3% | $12,562-41.3% |