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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 | $12,766 | $55,713-77.1% | $75,901-83.2% | $72,975-82.5% |
| Participation rate | 28.8% | 61.1%-32.4pp | 69.3%-40.5pp | 69.5%-40.7pp |
| Annual return | 25.76% | 27.60%-1.8pp | 30.76%-5.0pp | 81.01%-55.3pp |
| Employer contribution / active EE | $781 | $1,687-53.7% | $2,501-68.8% | $2,440-68.0% |
| Participant deferral / active EE | $1,190 | $2,634-54.8% | $3,603-67.0% | $3,608-67.0% |
| Admin fee / account holder | $561 | $3,980-85.9% | $5,420-89.6% | $5,124-89.0% |