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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 | $8,222 | $46,732-82.4% | $156,551-94.7% | $55,167-85.1% |
| Participation rate | 50.9% | 65.8%-14.9pp | 84.0%-33.1pp | 69.0%-18.0pp |
| Annual return | 46.82% | 17.72%+29.1pp | 32.23%+14.6pp | 169.23%-122.4pp |
| Employer contribution / active EE | $451 | $2,105-78.6% | $5,501-91.8% | $1,963-77.0% |
| Participant deferral / active EE | $1,582 | $2,204-28.2% | $4,871-67.5% | $3,054-48.2% |
| Admin fee / account holder | $1,941 | $418+364.0% | $13,028-85.1% | $504+285.3% |