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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 | $9,568 | $60,504-84.2% | $81,882-88.3% | $74,478-87.2% |
| Participation rate | 33.0% | 62.9%-29.9pp | 72.4%-39.4pp | 67.2%-34.2pp |
| Annual return | 18.15% | 16.91%+1.2pp | 779.47%-761.3pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $533 | $2,627-79.7% | $2,916-81.7% | $2,626-79.7% |
| Participant deferral / active EE | $1,050 | $3,400-69.1% | $4,323-75.7% | $4,350-75.9% |
| Admin fee / account holder | $1,091 | $1,492-26.9% | $7,360-85.2% | $1,946-43.9% |