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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 | $17,073 | $68,398-75.0% | $94,664-82.0% | $75,173-77.3% |
| Participation rate | 65.7% | 76.1%-10.4pp | 80.8%-15.1pp | 67.2%-1.5pp |
| Annual return | 34.91% | 616.72%-581.8pp | 156.84%-121.9pp | 160.72%-125.8pp |
| Employer contribution / active EE | $3,436 | $2,701+27.2% | $3,673-6.4% | $2,671+28.6% |
| Participant deferral / active EE | $5,167 | $6,537-20.9% | $7,417-30.3% | $4,126+25.2% |
| Admin fee / account holder | $1,892 | $5,324-64.5% | $7,222-73.8% | $5,651-66.5% |