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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 | $9,482 | $106,008-91.1% | $92,240-89.7% | $147,586-93.6% |
| Participation rate | 52.4% | 80.4%-28.0pp | 76.5%-24.1pp | 82.8%-30.4pp |
| Annual return | 32.46% | 50.05%-17.6pp | 176.29%-143.8pp | 578.59%-546.1pp |
| Employer contribution / active EE | $1,529 | $4,333-64.7% | $3,680-58.5% | $4,876-68.6% |
| Participant deferral / active EE | $1,753 | $4,478-60.9% | $3,897-55.0% | $5,439-67.8% |
| Admin fee / account holder | $310 | $6,333-95.1% | $5,194-94.0% | $10,886-97.2% |