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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 | $6,392 | $112,729-94.3% | $98,716-93.5% | $137,256-95.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 74.92% | 38.48%+36.4pp | 31.81%+43.1pp | 220.34%-145.4pp |
| Employer contribution / active EE | $1,379 | $2,725-49.4% | $2,279-39.5% | $4,156-66.8% |
| Participant deferral / active EE | $17,355 | $4,640+274.0% | $4,048+328.8% | $6,407+170.9% |
| Admin fee / account holder | $82,933 | $10,129+718.8% | $8,703+852.9% | $12,270+575.9% |