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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 | $9,943 | $65,034-84.7% | $90,970-89.1% | $79,856-87.5% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 16.34% | 30.45%-14.1pp | 134.60%-118.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $610 | $1,247-51.1% | $2,122-71.3% | $2,471-75.3% |
| Participant deferral / active EE | $1,750 | $2,512-30.3% | $3,373-48.1% | $3,741-53.2% |
| Admin fee / account holder | $869 | $4,536-80.8% | $5,961-85.4% | $5,306-83.6% |