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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 | $5,388 | $69,273-92.2% | $90,796-94.1% | $82,637-93.5% |
| Participation rate | 58.6% | 64.0%-5.4pp | 69.5%-10.9pp | 68.1%-9.4pp |
| Annual return | 14.01% | 18.37%-4.4pp | 19.29%-5.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $636 | $1,865-65.9% | $2,294-72.3% | $2,552-75.1% |
| Participant deferral / active EE | $1,139 | $3,047-62.6% | $3,822-70.2% | $4,126-72.4% |
| Admin fee / account holder | $363 | $5,511-93.4% | $7,024-94.8% | $7,339-95.1% |