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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 | $24,118 | $59,448-59.4% | $93,696-74.3% | $74,459-67.6% |
| Participation rate | 46.6% | 59.6%-13.0pp | 68.7%-22.1pp | 67.2%-20.6pp |
| Annual return | 12.36% | 82.11%-69.7pp | 133.74%-121.4pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,340 | $1,266+5.8% | $2,422-44.7% | $2,626-49.0% |
| Participant deferral / active EE | $2,096 | $3,052-31.3% | $4,417-52.5% | $4,350-51.8% |
| Admin fee / account holder | $940 | $3,027-69.0% | $8,287-88.7% | $1,945-51.7% |