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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 | $7,600 | $72,471-89.5% | $94,215-91.9% | $86,983-91.3% |
| Participation rate | 62.9% | 63.9%-1.0pp | 70.0%-7.1pp | 69.5%-6.7pp |
| Annual return | 16.11% | 26.44%-10.3pp | 28.22%-12.1pp | 25.83%-9.7pp |
| Employer contribution / active EE | $631 | $1,936-67.4% | $2,675-76.4% | $2,584-75.6% |
| Participant deferral / active EE | $2,630 | $3,397-22.6% | $4,276-38.5% | $4,194-37.3% |
| Admin fee / account holder | $1,509 | $6,468-76.7% | $10,216-85.2% | $7,856-80.8% |