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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 | $16,108 | $58,493-72.5% | $84,021-80.8% | $72,975-77.9% |
| Participation rate | 68.3% | 61.2%+7.1pp | 69.0%-0.7pp | 69.5%-1.2pp |
| Annual return | 24.44% | 28.93%-4.5pp | 71.32%-46.9pp | 81.01%-56.6pp |
| Employer contribution / active EE | $1,073 | $1,163-7.8% | $1,984-45.9% | $2,440-56.0% |
| Participant deferral / active EE | $3,086 | $2,394+28.9% | $3,239-4.7% | $3,608-14.4% |
| Admin fee / account holder | $318 | $4,569-93.0% | $6,102-94.8% | $5,124-93.8% |