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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 | $4,732 | $71,215-93.4% | $93,696-94.9% | $80,935-94.2% |
| Participation rate | 61.5% | 60.4%+1.1pp | 68.7%-7.2pp | 67.7%-6.1pp |
| Annual return | 10.96% | 11.27%-0.3pp | 133.74%-122.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $813 | $1,565-48.0% | $2,422-66.4% | $2,757-70.5% |
| Participant deferral / active EE | $1,751 | $4,037-56.6% | $4,417-60.4% | $4,299-59.3% |
| Admin fee / account holder | $694 | $6,958-90.0% | $8,287-91.6% | $6,924-90.0% |