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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 | $13,684 | $55,713-75.4% | $75,901-82.0% | $72,975-81.2% |
| Participation rate | 69.9% | 61.1%+8.7pp | 69.3%+0.6pp | 69.5%+0.4pp |
| Annual return | 21.06% | 27.60%-6.5pp | 30.76%-9.7pp | 81.01%-60.0pp |
| Employer contribution / active EE | $416 | $1,687-75.3% | $2,501-83.4% | $2,440-83.0% |
| Participant deferral / active EE | $1,664 | $2,634-36.8% | $3,603-53.8% | $3,608-53.9% |
| Admin fee / account holder | $827 | $3,980-79.2% | $5,420-84.7% | $5,124-83.9% |