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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 | $19,113 | $63,346-69.8% | $92,240-79.3% | $70,126-72.7% |
| Participation rate | 47.6% | 68.7%-21.1pp | 76.5%-28.9pp | 69.5%-21.9pp |
| Annual return | 14.19% | 530.19%-516.0pp | 176.29%-162.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $939 | $2,471-62.0% | $3,680-74.5% | $2,343-59.9% |
| Participant deferral / active EE | $1,515 | $2,854-46.9% | $3,897-61.1% | $3,332-54.5% |
| Admin fee / account holder | $8,851 | $3,841+130.4% | $5,194+70.4% | $4,645+90.5% |