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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 | $14,324 | $82,674-82.7% | $125,381-88.6% | $68,486-79.1% |
| Participation rate | 68.3% | 75.1%-6.8pp | 82.4%-14.1pp | 67.9%+0.4pp |
| Annual return | 15.08% | -5.97%+21.0pp | 572.31%-557.2pp | -7.85%+22.9pp |
| Employer contribution / active EE | $1,573 | $3,382-53.5% | $4,815-67.3% | $2,597-39.4% |
| Participant deferral / active EE | $7,300 | $6,111+19.5% | $7,448-2.0% | $4,028+81.2% |
| Admin fee / account holder | $741 | $6,277-88.2% | $10,007-92.6% | $5,404-86.3% |