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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 | $4,185 | $76,407-94.5% | $150,298-97.2% | $82,448-94.9% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 41.46% | 39.99%+1.5pp | 62.79%-21.3pp | 41.64%-0.2pp |
| Employer contribution / active EE | $624 | $2,614-76.1% | $4,154-85.0% | $2,551-75.6% |
| Participant deferral / active EE | $841 | $3,214-73.8% | $5,453-84.6% | $4,139-79.7% |
| Admin fee / account holder | $1,372 | $6,352-78.4% | $14,116-90.3% | $7,234-81.0% |