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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 | $16,273 | $65,555-75.2% | $86,216-81.1% | $75,173-78.4% |
| Participation rate | 63.0% | 60.5%+2.5pp | 69.0%-6.0pp | 67.2%-4.2pp |
| Annual return | 27.52% | 46.07%-18.6pp | 1169.42%-1141.9pp | 160.72%-133.2pp |
| Employer contribution / active EE | $1,759 | $1,553+13.3% | $2,382-26.1% | $2,671-34.1% |
| Participant deferral / active EE | $1,794 | $3,023-40.6% | $3,986-55.0% | $4,126-56.5% |
| Admin fee / account holder | $355 | $5,469-93.5% | $6,853-94.8% | $5,651-93.7% |