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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 | $13,840 | $89,259-84.5% | $107,187-87.1% | $82,637-83.3% |
| Participation rate | 69.0% | 67.9%+1.1pp | 75.0%-6.0pp | 68.1%+1.0pp |
| Annual return | 21.24% | 21.02%+0.2pp | 204.55%-183.3pp | 53.51%-32.3pp |
| Employer contribution / active EE | $2,633 | $3,080-14.5% | $3,782-30.4% | $2,552+3.2% |
| Participant deferral / active EE | $3,262 | $4,037-19.2% | $5,096-36.0% | $4,126-20.9% |
| Admin fee / account holder | $741 | $7,381-90.0% | $9,162-91.9% | $7,339-89.9% |