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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 | $14,242 | $148,623-90.4% | $135,974-89.5% | $139,466-89.8% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 27.82% | 79.30%-51.5pp | 68.30%-40.5pp | 373.66%-345.8pp |
| Employer contribution / active EE | $13,798 | $5,246+163.0% | $4,859+184.0% | $4,754+190.3% |
| Participant deferral / active EE | $26,486 | $8,103+226.9% | $7,760+241.3% | $6,712+294.6% |
| Admin fee / account holder | $31,858 | $12,406+156.8% | $10,767+195.9% | $11,409+179.2% |