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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 | $10,501 | $89,259-88.2% | $107,187-90.2% | $82,637-87.3% |
| Participation rate | 56.8% | 67.9%-11.2pp | 75.0%-18.3pp | 68.1%-11.3pp |
| Annual return | 22.05% | 21.02%+1.0pp | 204.55%-182.5pp | 53.51%-31.5pp |
| Employer contribution / active EE | $891 | $3,080-71.1% | $3,782-76.4% | $2,552-65.1% |
| Participant deferral / active EE | $1,773 | $4,037-56.1% | $5,096-65.2% | $4,126-57.0% |
| Admin fee / account holder | $1,522 | $7,381-79.4% | $9,162-83.4% | $7,339-79.3% |