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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 | $6,191 | $75,541-91.8% | $152,093-95.9% | $82,637-92.5% |
| Participation rate | 41.7% | 66.5%-24.9pp | 77.8%-36.1pp | 68.1%-26.4pp |
| Annual return | 20.72% | 32.56%-11.8pp | 66.36%-45.6pp | 53.51%-32.8pp |
| Employer contribution / active EE | $431 | $2,622-83.6% | $4,175-89.7% | $2,552-83.1% |
| Participant deferral / active EE | $1,064 | $3,206-66.8% | $5,451-80.5% | $4,126-74.2% |
| Admin fee / account holder | $2,832 | $6,405-55.8% | $14,497-80.5% | $7,339-61.4% |