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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 | $16,177 | $93,346-82.7% | $71,796-77.5% | $273,972-94.1% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.1%-24.7pp | 83.0%-38.6pp |
| Annual return | 102.92% | 130.39%-27.5pp | 78.04%+24.9pp | 41.46%+61.5pp |
| Employer contribution / active EE | $1,179 | $2,733-56.9% | $1,924-38.7% | $4,869-75.8% |
| Participant deferral / active EE | $2,596 | $3,475-25.3% | $2,794-7.1% | $5,287-50.9% |
| Admin fee / account holder | $1,165 | $6,571-82.3% | $4,815-75.8% | $10,133-88.5% |