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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 | $38,457 | $289,211-86.7% | $260,467-85.2% | $198,609-80.6% |
| Participation rate | 62.5% | 83.1%-20.6pp | 80.5%-18.0pp | 82.4%-19.9pp |
| Annual return | 19.27% | 112.90%-93.6pp | 100.60%-81.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $2,800 | $4,663-40.0% | $4,239-33.9% | $5,055-44.6% |
| Participant deferral / active EE | $3,500 | $6,812-48.6% | $6,319-44.6% | $6,977-49.8% |
| Admin fee / account holder | $584 | $16,236-96.4% | $15,461-96.2% | $19,030-96.9% |