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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 | $17,120 | $87,225-80.4% | $158,226-89.2% | $94,015-81.8% |
| Participation rate | 58.6% | 67.9%-9.3pp | 74.8%-16.2pp | 70.8%-12.2pp |
| Annual return | 21.11% | 16.34%+4.8pp | 501.41%-480.3pp | 17.84%+3.3pp |
| Employer contribution / active EE | $639 | $2,217-71.2% | $2,986-78.6% | $2,790-77.1% |
| Participant deferral / active EE | $1,917 | $3,405-43.7% | $4,317-55.6% | $4,249-54.9% |
| Admin fee / account holder | $927 | $7,888-88.3% | $10,217-90.9% | $8,951-89.6% |