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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 | $88,672-85.0% | $105,223-87.4% | $82,448-83.9% |
| Participation rate | 48.6% | 67.9%-19.4pp | 75.0%-26.5pp | 68.1%-19.5pp |
| Annual return | 46.61% | 30.86%+15.8pp | 180.65%-134.0pp | 41.64%+5.0pp |
| Employer contribution / active EE | $1,714 | $3,048-43.8% | $3,689-53.5% | $2,551-32.8% |
| Participant deferral / active EE | $3,485 | $4,036-13.6% | $5,072-31.3% | $4,139-15.8% |
| Admin fee / account holder | $872 | $7,146-87.8% | $8,859-90.2% | $7,234-87.9% |