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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 | $12,733 | $80,812-84.2% | $160,784-92.1% | $82,448-84.6% |
| Participation rate | 63.2% | 66.2%-3.0pp | 77.0%-13.7pp | 68.1%-4.8pp |
| Annual return | 18.04% | 100.59%-82.5pp | 1803.92%-1785.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,231 | $2,174-43.4% | $3,733-67.0% | $2,551-51.7% |
| Participant deferral / active EE | $1,724 | $4,335-60.2% | $6,293-72.6% | $4,139-58.4% |
| Admin fee / account holder | $845 | $7,695-89.0% | $9,717-91.3% | $7,234-88.3% |