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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 | $8,206 | $106,918-92.3% | $84,021-90.2% | $152,897-94.6% |
| Participation rate | 31.3% | 75.2%-44.0pp | 69.0%-37.8pp | 82.5%-51.2pp |
| Annual return | 23.29% | 105.01%-81.7pp | 71.32%-48.0pp | 345.43%-322.1pp |
| Employer contribution / active EE | $571 | $2,735-79.1% | $1,984-71.2% | $4,764-88.0% |
| Participant deferral / active EE | $1,570 | $4,012-60.9% | $3,239-51.5% | $5,851-73.2% |
| Admin fee / account holder | $389 | $8,288-95.3% | $6,102-93.6% | $11,599-96.6% |