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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 | $19,029 | $79,223-76.0% | $102,460-81.4% | $74,478-74.5% |
| Participation rate | 53.3% | 74.8%-21.5pp | 76.5%-23.2pp | 67.2%-14.0pp |
| Annual return | 74.50% | 54.98%+19.5pp | 29.47%+45.0pp | 1370.56%-1296.1pp |
| Employer contribution / active EE | $1,510 | $2,363-36.1% | $3,025-50.1% | $2,626-42.5% |
| Participant deferral / active EE | $2,772 | $4,417-37.2% | $5,056-45.2% | $4,350-36.3% |
| Admin fee / account holder | $3,418 | $2,003+70.6% | $9,460-63.9% | $1,946+75.7% |