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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 | $8,480 | $89,364-90.5% | $141,177-94.0% | $72,983-88.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 21.18% | 111.86%-90.7pp | 71.40%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,188 | $3,115-61.9% | $4,736-74.9% | $2,440-51.3% |
| Participant deferral / active EE | $2,587 | $5,419-52.2% | $6,710-61.4% | $3,608-28.3% |
| Admin fee / account holder | $3,757 | $5,959-37.0% | $10,263-63.4% | $5,124-26.7% |