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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 | $12,194 | $84,233-85.5% | $170,436-92.8% | $70,131-82.6% |
| Participation rate | 60.5% | 70.8%-10.3pp | 83.6%-23.1pp | 69.5%-9.0pp |
| Annual return | 16.87% | 23.06%-6.2pp | 205.94%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $582 | $3,387-82.8% | $5,433-89.3% | $2,342-75.2% |
| Participant deferral / active EE | $1,072 | $3,086-65.3% | $4,939-78.3% | $3,332-67.8% |
| Admin fee / account holder | $558 | $5,698-90.2% | $13,880-96.0% | $4,645-88.0% |