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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 | $8,846 | $88,672-90.0% | $105,223-91.6% | $82,448-89.3% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 20.52% | 30.86%-10.3pp | 180.65%-160.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,162 | $3,048-61.9% | $3,689-68.5% | $2,551-54.5% |
| Participant deferral / active EE | $1,818 | $4,036-55.0% | $5,072-64.2% | $4,139-56.1% |
| Admin fee / account holder | $1,264 | $7,146-82.3% | $8,859-85.7% | $7,234-82.5% |