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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 | $7,987 | $65,364-87.8% | $92,909-91.4% | $72,975-89.1% |
| Participation rate | 49.1% | 68.3%-19.2pp | 76.0%-26.9pp | 69.5%-20.4pp |
| Annual return | 34.44% | 42.11%-7.7pp | 109.44%-75.0pp | 81.01%-46.6pp |
| Employer contribution / active EE | $1,191 | $2,594-54.1% | $3,653-67.4% | $2,440-51.2% |
| Participant deferral / active EE | $1,952 | $3,128-37.6% | $4,238-53.9% | $3,608-45.9% |
| Admin fee / account holder | $329 | $4,251-92.3% | $5,795-94.3% | $5,124-93.6% |