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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 | $8,357 | $84,236-90.1% | $170,435-95.1% | $70,126-88.1% |
| Participation rate | 53.4% | 70.8%-17.4pp | 83.6%-30.2pp | 69.5%-16.1pp |
| Annual return | 16.83% | 23.06%-6.2pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $463 | $3,387-86.3% | $5,432-91.5% | $2,343-80.2% |
| Participant deferral / active EE | $959 | $3,086-68.9% | $4,939-80.6% | $3,332-71.2% |
| Admin fee / account holder | $625 | $5,698-89.0% | $13,881-95.5% | $4,645-86.5% |