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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 | $7,367 | $48,078-84.7% | $78,676-90.6% | $62,881-88.3% |
| Participation rate | 67.6% | 65.2%+2.4pp | 73.6%-5.9pp | 69.3%-1.7pp |
| Annual return | 15.29% | 31.36%-16.1pp | 62.19%-46.9pp | 20.14%-4.9pp |
| Employer contribution / active EE | $1,951 | $2,015-3.1% | $2,850-31.5% | $2,281-14.5% |
| Participant deferral / active EE | $876 | $2,587-66.1% | $3,517-75.1% | $3,203-72.6% |
| Admin fee / account holder | $301 | $3,206-90.6% | $4,510-93.3% | $4,296-93.0% |