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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 | $9,377 | $72,273-87.0% | $101,275-90.7% | $79,856-88.3% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 96.83% | 22.30%+74.5pp | 46.48%+50.4pp | 31.71%+65.1pp |
| Employer contribution / active EE | $1,369 | $2,691-49.1% | $3,660-62.6% | $2,471-44.6% |
| Participant deferral / active EE | $2,467 | $3,282-24.8% | $4,371-43.5% | $3,741-34.0% |
| Admin fee / account holder | $413 | $4,401-90.6% | $5,948-93.1% | $5,306-92.2% |