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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 | $12,488 | $71,230-82.5% | $93,727-86.7% | $80,959-84.6% |
| Participation rate | 61.2% | 60.4%+0.8pp | 68.7%-7.5pp | 67.7%-6.5pp |
| Annual return | 12.71% | 11.26%+1.5pp | 133.83%-121.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,191 | $1,565-23.9% | $2,421-50.8% | $2,757-56.8% |
| Participant deferral / active EE | $2,316 | $4,037-42.6% | $4,417-47.6% | $4,300-46.1% |
| Admin fee / account holder | $5,342 | $6,961-23.3% | $8,292-35.6% | $6,925-22.9% |