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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 | $13,325 | $91,198-85.4% | $178,503-92.5% | $79,856-83.3% |
| Participation rate | 59.6% | 69.2%-9.6pp | 81.9%-22.4pp | 69.6%-10.1pp |
| Annual return | 11.60% | 24.20%-12.6pp | 151.12%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,172 | $3,257-64.0% | $5,011-76.6% | $2,471-52.6% |
| Participant deferral / active EE | $2,672 | $3,237-17.4% | $5,202-48.6% | $3,741-28.6% |
| Admin fee / account holder | $8,442 | $6,748+25.1% | $13,987-39.6% | $5,306+59.1% |