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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 | $13,160 | $148,582-91.1% | $135,942-90.3% | $139,456-90.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 234.14% | 79.26%+154.9pp | 68.28%+165.9pp | 373.45%-139.3pp |
| Employer contribution / active EE | $2,998 | $5,245-42.8% | $4,858-38.3% | $4,753-36.9% |
| Participant deferral / active EE | $6,367 | $8,101-21.4% | $7,759-17.9% | $6,711-5.1% |
| Admin fee / account holder | $4,960 | $12,402-60.0% | $10,764-53.9% | $11,407-56.5% |