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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 | $13,322 | $150,346-91.1% | $120,524-88.9% | $145,877-90.9% |
| Participation rate | 29.4% | 78.8%-49.4pp | 71.9%-42.5pp | 80.3%-50.9pp |
| Annual return | 15.59% | 154.40%-138.8pp | 107.36%-91.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,346 | $4,353-69.1% | $3,469-61.2% | $4,663-71.1% |
| Participant deferral / active EE | $2,088 | $6,172-66.2% | $4,994-58.2% | $6,691-68.8% |
| Admin fee / account holder | $642 | $12,215-94.7% | $9,440-93.2% | $13,402-95.2% |