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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 | $6,157 | $77,920-92.1% | $149,723-95.9% | $75,177-91.8% |
| Participation rate | 55.8% | 65.6%-9.8pp | 78.8%-23.0pp | 67.2%-11.4pp |
| Annual return | 20.74% | 31.72%-11.0pp | 134.50%-113.8pp | 160.75%-140.0pp |
| Employer contribution / active EE | $904 | $3,138-71.2% | $4,821-81.3% | $2,671-66.2% |
| Participant deferral / active EE | $1,425 | $3,411-58.2% | $5,682-74.9% | $4,126-65.5% |
| Admin fee / account holder | $1,485 | $5,951-75.0% | $13,215-88.8% | $5,651-73.7% |