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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 | $14,900 | $107,368-86.1% | $92,915-84.0% | $152,909-90.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 69.61% | 145.64%-76.0pp | 109.45%-39.8pp | 345.46%-275.9pp |
| Employer contribution / active EE | $1,455 | $4,222-65.5% | $3,653-60.2% | $4,764-69.5% |
| Participant deferral / active EE | $2,721 | $4,848-43.9% | $4,238-35.8% | $5,851-53.5% |
| Admin fee / account holder | $606 | $7,082-91.4% | $5,796-89.5% | $11,601-94.8% |