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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 | $14,123 | $56,544-75.0% | $75,501-81.3% | $70,126-79.9% |
| Participation rate | 42.6% | 68.1%-25.6pp | 72.4%-29.8pp | 69.5%-27.0pp |
| Annual return | 28.70% | 23.59%+5.1pp | 27.35%+1.3pp | 73.15%-44.4pp |
| Employer contribution / active EE | $638 | $1,817-64.9% | $2,352-72.9% | $2,343-72.7% |
| Participant deferral / active EE | $1,413 | $2,580-45.2% | $3,142-55.0% | $3,332-57.6% |
| Admin fee / account holder | $311 | $3,827-91.9% | $5,801-94.6% | $4,645-93.3% |