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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 | $10,524 | $54,763-80.8% | $90,324-88.3% | $72,976-85.6% |
| Participation rate | 48.8% | 65.2%-16.4pp | 73.3%-24.5pp | 69.5%-20.7pp |
| Annual return | 18.90% | 30.63%-11.7pp | 78.15%-59.3pp | 81.02%-62.1pp |
| Employer contribution / active EE | $499 | $2,093-76.2% | $2,856-82.5% | $2,440-79.6% |
| Participant deferral / active EE | $1,037 | $2,887-64.1% | $3,885-73.3% | $3,608-71.3% |
| Admin fee / account holder | $1,311 | $3,973-67.0% | $5,356-75.5% | $5,124-74.4% |