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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 | $14,178 | $52,678-73.1% | $75,784-81.3% | $59,633-76.2% |
| Participation rate | 38.5% | 67.2%-28.8pp | 75.8%-37.4pp | 68.7%-30.2pp |
| Annual return | 9.25% | 2.95%+6.3pp | 9.68%-0.4pp | 2041.45%-2032.2pp |
| Employer contribution / active EE | $911 | $2,193-58.5% | $3,323-72.6% | $2,203-58.7% |
| Participant deferral / active EE | $1,196 | $2,591-53.8% | $3,652-67.3% | $3,192-62.5% |
| Admin fee / account holder | $6,106 | $3,610+69.1% | $5,300+15.2% | $4,297+42.1% |