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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 | $12,262 | $60,504-79.7% | $81,882-85.0% | $74,478-83.5% |
| Participation rate | 21.4% | 62.9%-41.5pp | 72.4%-51.0pp | 67.2%-45.8pp |
| Annual return | 23.66% | 16.91%+6.7pp | 779.47%-755.8pp | 1370.56%-1346.9pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,213 | $3,400-64.3% | $4,323-71.9% | $4,350-72.1% |
| Admin fee / account holder | $4,320 | $1,492+189.6% | $7,360-41.3% | $1,946+122.0% |