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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 | $12,421 | $124,346-90.0% | $111,306-88.8% | $167,553-92.6% |
| Participation rate | 38.9% | 79.6%-40.7pp | 77.3%-38.4pp | 82.1%-43.2pp |
| Annual return | 71.71% | 37.46%+34.3pp | 54.67%+17.0pp | 478.89%-407.2pp |
| Employer contribution / active EE | $1,082 | $3,438-68.5% | $2,732-60.4% | $4,840-77.6% |
| Participant deferral / active EE | $2,431 | $5,182-53.1% | $4,488-45.8% | $6,343-61.7% |
| Admin fee / account holder | $407 | $10,623-96.2% | $7,966-94.9% | $12,316-96.7% |