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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 | $10,952 | $65,034-83.2% | $90,970-88.0% | $79,856-86.3% |
| Participation rate | 67.6% | 61.6%+6.0pp | 69.0%-1.4pp | 69.6%-2.0pp |
| Annual return | 23.93% | 30.45%-6.5pp | 134.60%-110.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $1,106 | $1,247-11.3% | $2,122-47.9% | $2,471-55.2% |
| Participant deferral / active EE | $2,007 | $2,512-20.1% | $3,373-40.5% | $3,741-46.3% |
| Admin fee / account holder | $747 | $4,536-83.5% | $5,961-87.5% | $5,306-85.9% |