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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 | $20,202 | $102,422-80.3% | $147,117-86.3% | $80,959-75.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 16.17% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,430 | $3,717-34.6% | $4,932-50.7% | $2,757-11.8% |
| Participant deferral / active EE | $6,951 | $6,652+4.5% | $8,065-13.8% | $4,300+61.6% |
| Admin fee / account holder | $9,492 | $7,953+19.3% | $12,993-26.9% | $6,925+37.1% |