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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 | $14,767 | $156,398-90.6% | $147,318-90.0% | $138,895-89.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 16.93% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,594 | $4,853-46.6% | $4,593-43.5% | $4,194-38.2% |
| Participant deferral / active EE | $4,036 | $8,237-51.0% | $7,906-49.0% | $6,396-36.9% |
| Admin fee / account holder | $7,174 | $14,976-52.1% | $13,708-47.7% | $12,562-42.9% |