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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 | $5,610 | $107,368-94.8% | $92,915-94.0% | $152,909-96.3% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.5%-40.8pp |
| Annual return | 98.82% | 145.64%-46.8pp | 109.45%-10.6pp | 345.46%-246.6pp |
| Employer contribution / active EE | $974 | $4,222-76.9% | $3,653-73.3% | $4,764-79.6% |
| Participant deferral / active EE | $1,332 | $4,848-72.5% | $4,238-68.6% | $5,851-77.2% |
| Admin fee / account holder | $1,340 | $7,082-81.1% | $5,796-76.9% | $11,601-88.4% |