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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 | $5,179 | $108,882-95.2% | $96,754-94.6% | $154,746-96.7% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 11.08% | 98.39%-87.3pp | 82.04%-71.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $630 | $3,018-79.1% | $2,679-76.5% | $4,379-85.6% |
| Participant deferral / active EE | $1,260 | $5,323-76.3% | $4,758-73.5% | $6,730-81.3% |
| Admin fee / account holder | $16,165 | $10,200+58.5% | $8,905+81.5% | $14,365+12.5% |