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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 | $15,553 | $65,027-76.1% | $90,970-82.9% | $79,852-80.5% |
| Participation rate | 62.1% | 61.6%+0.5pp | 69.0%-6.9pp | 69.6%-7.6pp |
| Annual return | 20.54% | 30.45%-9.9pp | 134.58%-114.0pp | 31.72%-11.2pp |
| Employer contribution / active EE | $840 | $1,247-32.6% | $2,122-60.4% | $2,471-66.0% |
| Participant deferral / active EE | $2,687 | $2,512+7.0% | $3,373-20.4% | $3,740-28.2% |
| Admin fee / account holder | $3,560 | $4,535-21.5% | $5,960-40.3% | $5,306-32.9% |