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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 | $13,299 | $62,672-78.8% | $185,117-92.8% | $70,126-81.0% |
| Participation rate | 51.9% | 63.8%-11.9pp | 77.3%-25.4pp | 69.5%-17.7pp |
| Annual return | 667.42% | 40.79%+626.6pp | 40.50%+626.9pp | 73.15%+594.3pp |
| Employer contribution / active EE | $1,277 | $1,753-27.1% | $4,182-69.5% | $2,343-45.5% |
| Participant deferral / active EE | $1,728 | $3,272-47.2% | $5,045-65.8% | $3,332-48.1% |
| Admin fee / account holder | $502 | $3,932-87.2% | $8,159-93.8% | $4,645-89.2% |