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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 | $11,118 | $58,493-81.0% | $84,021-86.8% | $72,975-84.8% |
| Participation rate | 33.7% | 61.2%-27.5pp | 69.0%-35.3pp | 69.5%-35.8pp |
| Annual return | 41.75% | 28.93%+12.8pp | 71.32%-29.6pp | 81.01%-39.3pp |
| Employer contribution / active EE | $1,514 | $1,163+30.2% | $1,984-23.7% | $2,440-37.9% |
| Participant deferral / active EE | $1,130 | $2,394-52.8% | $3,239-65.1% | $3,608-68.7% |
| Admin fee / account holder | $1,043 | $4,569-77.2% | $6,102-82.9% | $5,124-79.6% |