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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 | $11,816 | $65,395-81.9% | $182,558-93.5% | $72,976-83.8% |
| Participation rate | 43.2% | 65.4%-22.2pp | 78.0%-34.7pp | 69.5%-26.2pp |
| Annual return | 47.03% | 27.68%+19.4pp | 148.59%-101.6pp | 81.02%-34.0pp |
| Employer contribution / active EE | $901 | $1,911-52.9% | $4,076-77.9% | $2,440-63.1% |
| Participant deferral / active EE | $2,010 | $3,563-43.6% | $5,526-63.6% | $3,608-44.3% |
| Admin fee / account holder | $1,105 | $4,245-74.0% | $8,594-87.1% | $5,124-78.4% |