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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 | $8,321 | $65,367-87.3% | $92,915-91.0% | $72,976-88.6% |
| Participation rate | 56.8% | 68.3%-11.5pp | 76.0%-19.2pp | 69.5%-12.7pp |
| Annual return | 25.36% | 42.11%-16.7pp | 109.45%-84.1pp | 81.02%-55.7pp |
| Employer contribution / active EE | $724 | $2,594-72.1% | $3,653-80.2% | $2,440-70.3% |
| Participant deferral / active EE | $2,069 | $3,128-33.9% | $4,238-51.2% | $3,608-42.6% |
| Admin fee / account holder | $425 | $4,251-90.0% | $5,796-92.7% | $5,124-91.7% |