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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 | $11,298 | $150,435-92.5% | $120,580-90.6% | $145,897-92.3% |
| Participation rate | 64.7% | 78.8%-14.1pp | 72.0%-7.3pp | 80.3%-15.6pp |
| Annual return | 9.80% | 154.60%-144.8pp | 107.48%-97.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,414 | $4,352-67.5% | $3,469-59.2% | $4,663-69.7% |
| Participant deferral / active EE | $1,503 | $6,174-75.7% | $4,995-69.9% | $6,689-77.5% |
| Admin fee / account holder | $11,400 | $12,182-6.4% | $9,418+21.0% | $13,390-14.9% |