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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 | $9,917 | $43,075-77.0% | $74,577-86.7% | $62,881-84.2% |
| Participation rate | 60.0% | 58.1%+1.9pp | 68.1%-8.1pp | 69.3%-9.3pp |
| Annual return | 9.94% | 17.50%-7.6pp | 20.47%-10.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,138 | $1,498-24.0% | $2,525-54.9% | $2,281-50.1% |
| Participant deferral / active EE | $2,321 | $2,389-2.9% | $3,458-32.9% | $3,203-27.5% |
| Admin fee / account holder | $712 | $2,840-74.9% | $4,138-82.8% | $4,296-83.4% |