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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 | $17,630 | $168,635-89.5% | $147,617-88.1% | $125,389-85.9% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | 1.54% | 77.65%-76.1pp | 61.98%-60.4pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,329 | $6,252-78.7% | $5,564-76.1% | $4,866-72.7% |
| Participant deferral / active EE | $4,382 | $5,507-20.4% | $4,895-10.5% | $5,352-18.1% |
| Admin fee / account holder | $34,213 | $13,580+151.9% | $11,612+194.6% | $9,541+258.6% |