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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 | $15,290 | $64,501-76.3% | $108,753-85.9% | $65,306-76.6% |
| Participation rate | 43.9% | 50.8%-6.9pp | 71.1%-27.2pp | 57.7%-13.8pp |
| Annual return | 16.72% | 21.09%-4.4pp | 37.47%-20.7pp | 21.94%-5.2pp |
| Employer contribution / active EE | $285 | $1,069-73.4% | $2,427-88.3% | $1,967-85.5% |
| Participant deferral / active EE | $1,594 | $2,401-33.6% | $4,115-61.3% | $2,959-46.1% |
| Admin fee / account holder | $656 | $4,971-86.8% | $10,320-93.6% | $3,480-81.1% |