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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 | $7,979 | $88,672-91.0% | $105,223-92.4% | $82,448-90.3% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 17.16% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,112 | $3,048-63.5% | $3,689-69.8% | $2,551-56.4% |
| Participant deferral / active EE | $2,840 | $4,036-29.6% | $5,072-44.0% | $4,139-31.4% |
| Admin fee / account holder | $2,382 | $7,146-66.7% | $8,859-73.1% | $7,234-67.1% |