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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 | $4,359 | $47,944-90.9% | $67,834-93.6% | $62,881-93.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 68.8%-18.8pp | 69.3%-19.3pp |
| Annual return | 8.50% | 11.77%-3.3pp | 138.47%-130.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $263 | $1,562-83.2% | $2,403-89.1% | $2,281-88.5% |
| Participant deferral / active EE | $908 | $2,247-59.6% | $3,160-71.3% | $3,203-71.7% |
| Admin fee / account holder | $353 | $3,712-90.5% | $4,622-92.4% | $4,296-91.8% |