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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 | $17,396 | $65,027-73.2% | $90,970-80.9% | $79,852-78.2% |
| Participation rate | 63.9% | 61.6%+2.3pp | 69.0%-5.1pp | 69.6%-5.7pp |
| Annual return | 16.52% | 30.45%-13.9pp | 134.58%-118.1pp | 31.72%-15.2pp |
| Employer contribution / active EE | $840 | $1,247-32.7% | $2,122-60.4% | $2,471-66.0% |
| Participant deferral / active EE | $2,501 | $2,512-0.4% | $3,373-25.8% | $3,740-33.1% |
| Admin fee / account holder | $3,208 | $4,535-29.3% | $5,960-46.2% | $5,306-39.6% |