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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 | $8,671 | $54,541-84.1% | $78,778-89.0% | $70,124-87.6% |
| Participation rate | 54.5% | 60.8%-6.3pp | 69.2%-14.6pp | 69.5%-15.0pp |
| Annual return | 386.24% | 21.07%+365.2pp | 35.62%+350.6pp | 73.14%+313.1pp |
| Employer contribution / active EE | $993 | $1,089-8.8% | $1,986-50.0% | $2,342-57.6% |
| Participant deferral / active EE | $2,516 | $2,210+13.8% | $2,958-14.9% | $3,332-24.5% |
| Admin fee / account holder | $442 | $3,709-88.1% | $5,134-91.4% | $4,645-90.5% |