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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 | $6,042 | $57,590-89.5% | $86,233-93.0% | $82,448-92.7% |
| Participation rate | 60.5% | 57.9%+2.6pp | 69.0%-8.6pp | 68.1%-7.6pp |
| Annual return | 17.22% | 22.41%-5.2pp | 61.39%-44.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $484 | $1,655-70.8% | $2,504-80.7% | $2,551-81.0% |
| Participant deferral / active EE | $1,165 | $3,080-62.2% | $4,559-74.4% | $4,139-71.8% |
| Admin fee / account holder | $324 | $4,730-93.2% | $8,342-96.1% | $7,234-95.5% |