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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 | $11,187 | $69,444-83.9% | $92,985-88.0% | $87,485-87.2% |
| Participation rate | 55.2% | 63.3%-8.1pp | 69.5%-14.3pp | 68.9%-13.7pp |
| Annual return | 13.08% | 23.85%-10.8pp | 27.99%-14.9pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,310 | $1,917-31.6% | $2,662-50.8% | $2,596-49.5% |
| Participant deferral / active EE | $1,777 | $3,364-47.2% | $4,377-59.4% | $4,274-58.4% |
| Admin fee / account holder | $7,231 | $6,137+17.8% | $9,463-23.6% | $7,775-7.0% |