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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 | $16,127 | $124,336-87.0% | $111,303-85.5% | $167,518-90.4% |
| Participation rate | 43.5% | 79.6%-36.1pp | 77.3%-33.8pp | 82.1%-38.6pp |
| Annual return | 17.69% | 37.45%-19.8pp | 54.66%-37.0pp | 478.71%-461.0pp |
| Employer contribution / active EE | $1,193 | $3,436-65.3% | $2,731-56.3% | $4,838-75.3% |
| Participant deferral / active EE | $2,103 | $5,181-59.4% | $4,487-53.1% | $6,342-66.8% |
| Admin fee / account holder | $971 | $10,623-90.9% | $7,966-87.8% | $12,312-92.1% |