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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 | $17,521 | $150,412-88.4% | $120,574-85.5% | $145,884-88.0% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 13.15% | 154.50%-141.4pp | 107.42%-94.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,155 | $4,355-73.5% | $3,471-66.7% | $4,662-75.2% |
| Participant deferral / active EE | $1,993 | $6,175-67.7% | $4,996-60.1% | $6,690-70.2% |
| Admin fee / account holder | $656 | $12,224-94.6% | $9,445-93.1% | $13,392-95.1% |