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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 | $13,277 | $89,259-85.1% | $107,187-87.6% | $82,637-83.9% |
| Participation rate | 48.6% | 67.9%-19.4pp | 75.0%-26.4pp | 68.1%-19.5pp |
| Annual return | 46.61% | 21.02%+25.6pp | 204.55%-157.9pp | 53.51%-6.9pp |
| Employer contribution / active EE | $1,714 | $3,080-44.4% | $3,782-54.7% | $2,552-32.8% |
| Participant deferral / active EE | $3,485 | $4,037-13.7% | $5,096-31.6% | $4,126-15.5% |
| Admin fee / account holder | $872 | $7,381-88.2% | $9,162-90.5% | $7,339-88.1% |