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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 | $9,168 | $45,041-79.6% | $63,003-85.4% | $70,131-86.9% |
| Participation rate | 66.7% | 69.5%-2.9pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 12.09% | 18.76%-6.7pp | 87.59%-75.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,017 | $2,052-50.4% | $2,760-63.1% | $2,342-56.6% |
| Participant deferral / active EE | $1,316 | $2,465-46.6% | $3,329-60.5% | $3,332-60.5% |
| Admin fee / account holder | $579 | $2,836-79.6% | $3,600-83.9% | $4,645-87.5% |