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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 | $24,084 | $102,422-76.5% | $147,117-83.6% | $80,959-70.3% |
| Participation rate | 65.5% | 75.9%-10.4pp | 82.2%-16.7pp | 67.7%-2.2pp |
| Annual return | 12.38% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,071 | $3,717+9.5% | $4,932-17.5% | $2,757+47.7% |
| Participant deferral / active EE | $3,079 | $6,652-53.7% | $8,065-61.8% | $4,300-28.4% |
| Admin fee / account holder | $1,998 | $7,953-74.9% | $12,993-84.6% | $6,925-71.1% |