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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 | $4,135 | $111,830-96.3% | $93,696-95.6% | $145,884-97.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 27.46% | 204.08%-176.6pp | 133.74%-106.3pp | 551.85%-524.4pp |
| Employer contribution / active EE | $1,166 | $3,093-62.3% | $2,422-51.8% | $4,662-75.0% |
| Participant deferral / active EE | $1,326 | $4,920-73.0% | $4,417-70.0% | $6,690-80.2% |
| Admin fee / account holder | $1,106 | $10,249-89.2% | $8,287-86.7% | $13,392-91.7% |