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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 | $10,513 | $65,027-83.8% | $90,970-88.4% | $79,852-86.8% |
| Participation rate | 45.5% | 61.6%-16.2pp | 69.0%-23.6pp | 69.6%-24.2pp |
| Annual return | 10.93% | 30.45%-19.5pp | 134.58%-123.7pp | 31.72%-20.8pp |
| Employer contribution / active EE | $988 | $1,247-20.8% | $2,122-53.5% | $2,471-60.0% |
| Participant deferral / active EE | $1,807 | $2,512-28.1% | $3,373-46.4% | $3,740-51.7% |
| Admin fee / account holder | $7,352 | $4,535+62.1% | $5,960+23.4% | $5,306+38.6% |