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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 | $12,762 | $106,918-88.1% | $84,021-84.8% | $152,897-91.7% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.5%-39.6pp |
| Annual return | 24.32% | 105.01%-80.7pp | 71.32%-47.0pp | 345.43%-321.1pp |
| Employer contribution / active EE | $626 | $2,735-77.1% | $1,984-68.4% | $4,764-86.9% |
| Participant deferral / active EE | $1,592 | $4,012-60.3% | $3,239-50.8% | $5,851-72.8% |
| Admin fee / account holder | $1,009 | $8,288-87.8% | $6,102-83.5% | $11,599-91.3% |