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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 | $17,391 | $63,346-72.5% | $92,239-81.1% | $70,124-75.2% |
| Participation rate | 60.7% | 68.7%-8.0pp | 76.5%-15.8pp | 69.5%-8.8pp |
| Annual return | 20.58% | 530.19%-509.6pp | 176.29%-155.7pp | 73.14%-52.6pp |
| Employer contribution / active EE | $960 | $2,471-61.1% | $3,680-73.9% | $2,342-59.0% |
| Participant deferral / active EE | $2,503 | $2,854-12.3% | $3,897-35.8% | $3,332-24.9% |
| Admin fee / account holder | $932 | $3,841-75.7% | $5,194-82.1% | $4,645-79.9% |