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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 | $10,610 | $124,346-91.5% | $111,308-90.5% | $167,536-93.7% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 14.22% | 37.45%-23.2pp | 54.67%-40.4pp | 478.82%-464.6pp |
| Employer contribution / active EE | $2,584 | $3,437-24.8% | $2,732-5.4% | $4,839-46.6% |
| Participant deferral / active EE | $3,891 | $5,182-24.9% | $4,487-13.3% | $6,342-38.7% |
| Admin fee / account holder | $45,077 | $10,621+324.4% | $7,965+465.9% | $12,315+266.0% |