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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 | $13,768 | $94,529-85.4% | $140,019-90.2% | $64,173-78.5% |
| Participation rate | 61.5% | 84.1%-22.5pp | 87.5%-26.0pp | 69.6%-8.0pp |
| Annual return | 3.88% | 7.77%-3.9pp | 651.17%-647.3pp | 7.63%-3.8pp |
| Employer contribution / active EE | $1,147 | $3,812-69.9% | $5,605-79.5% | $2,381-51.8% |
| Participant deferral / active EE | $2,428 | $5,250-53.7% | $6,927-64.9% | $3,470-30.0% |
| Admin fee / account holder | $533 | $6,741-92.1% | $10,705-95.0% | $4,887-89.1% |