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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 | $7,205 | $51,184-85.9% | $66,439-89.2% | $86,983-91.7% |
| Participation rate | 54.5% | 68.5%-13.9pp | 74.5%-19.9pp | 69.5%-15.0pp |
| Annual return | 20.86% | 17.07%+3.8pp | 757.66%-736.8pp | 25.83%-5.0pp |
| Employer contribution / active EE | $633 | $2,023-68.7% | $2,637-76.0% | $2,584-75.5% |
| Participant deferral / active EE | $1,023 | $2,927-65.1% | $3,876-73.6% | $4,194-75.6% |
| Admin fee / account holder | $790 | $4,154-81.0% | $6,173-87.2% | $7,856-89.9% |