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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 | $14,080 | $102,422-86.3% | $147,117-90.4% | $80,959-82.6% |
| Participation rate | 65.9% | 75.9%-10.0pp | 82.2%-16.3pp | 67.7%-1.8pp |
| Annual return | 14.70% | 135.16%-120.5pp | 420.54%-405.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,394 | $3,717-62.5% | $4,932-71.7% | $2,757-49.5% |
| Participant deferral / active EE | $3,235 | $6,652-51.4% | $8,065-59.9% | $4,300-24.8% |
| Admin fee / account holder | $1,896 | $7,953-76.2% | $12,993-85.4% | $6,925-72.6% |