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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 | $8,615 | $101,063-91.5% | $81,473-89.4% | $147,586-94.2% |
| Participation rate | 52.9% | 74.5%-21.5pp | 68.0%-15.0pp | 82.8%-29.9pp |
| Annual return | 21.21% | 32.41%-11.2pp | 38.78%-17.6pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,263 | $3,206-60.6% | $2,568-50.8% | $4,876-74.1% |
| Participant deferral / active EE | $2,051 | $4,242-51.7% | $3,537-42.0% | $5,439-62.3% |
| Admin fee / account holder | $2,435 | $5,812-58.1% | $4,561-46.6% | $10,886-77.6% |