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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 | $17,367 | $102,385-83.0% | $147,080-88.2% | $80,935-78.5% |
| Participation rate | 41.1% | 75.9%-34.8pp | 82.2%-41.1pp | 67.7%-26.6pp |
| Annual return | 25.92% | 135.09%-109.2pp | 420.17%-394.2pp | 35.66%-9.7pp |
| Employer contribution / active EE | $1,433 | $3,717-61.4% | $4,933-70.9% | $2,757-48.0% |
| Participant deferral / active EE | $4,258 | $6,651-36.0% | $8,066-47.2% | $4,299-1.0% |
| Admin fee / account holder | $2,637 | $7,951-66.8% | $12,989-79.7% | $6,924-61.9% |