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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 | $9,305 | $101,798-90.9% | $165,071-94.4% | $80,935-88.5% |
| Participation rate | 61.1% | 71.8%-10.7pp | 78.6%-17.5pp | 67.7%-6.6pp |
| Annual return | 17.42% | 16.73%+0.7pp | 70.17%-52.8pp | 35.66%-18.2pp |
| Employer contribution / active EE | $1,540 | $2,954-47.9% | $4,347-64.6% | $2,757-44.1% |
| Participant deferral / active EE | $2,056 | $4,476-54.1% | $6,035-65.9% | $4,299-52.2% |
| Admin fee / account holder | $1,311 | $8,221-84.0% | $12,695-89.7% | $6,924-81.1% |