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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 | $9,425 | $89,370-89.5% | $141,197-93.3% | $72,976-87.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 31.36% | 111.88%-80.5pp | 71.41%-40.0pp | 81.02%-49.7pp |
| Employer contribution / active EE | $2,291 | $3,115-26.4% | $4,736-51.6% | $2,440-6.1% |
| Participant deferral / active EE | $2,657 | $5,419-51.0% | $6,710-60.4% | $3,608-26.3% |
| Admin fee / account holder | $5,871 | $5,957-1.4% | $10,265-42.8% | $5,124+14.6% |