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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 | $102,385-86.2% | $147,080-90.4% | $80,935-82.6% |
| Participation rate | 65.9% | 75.9%-10.0pp | 82.2%-16.3pp | 67.7%-1.8pp |
| Annual return | 14.70% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,394 | $3,717-62.5% | $4,933-71.8% | $2,757-49.4% |
| Participant deferral / active EE | $3,235 | $6,651-51.4% | $8,066-59.9% | $4,299-24.8% |
| Admin fee / account holder | $1,896 | $7,951-76.2% | $12,989-85.4% | $6,924-72.6% |