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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 | $7,461 | $126,113-94.1% | $116,096-93.6% | $155,188-95.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 73.3%-13.3pp | 80.8%-20.8pp |
| Annual return | 28.11% | 391.72%-363.6pp | 326.25%-298.1pp | 148.84%-120.7pp |
| Employer contribution / active EE | $838 | $2,672-68.6% | $2,503-66.5% | $4,248-80.3% |
| Participant deferral / active EE | $862 | $4,162-79.3% | $3,952-78.2% | $6,531-86.8% |
| Admin fee / account holder | $1,274 | $8,045-84.2% | $7,704-83.5% | $14,480-91.2% |