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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 | $13,887 | $103,387-86.6% | $87,102-84.1% | $152,885-90.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 22.57% | 28.10%-5.5pp | 28.19%-5.6pp | 345.39%-322.8pp |
| Employer contribution / active EE | $1,158 | $3,221-64.1% | $2,521-54.1% | $4,763-75.7% |
| Participant deferral / active EE | $1,856 | $4,778-61.1% | $4,048-54.1% | $5,851-68.3% |
| Admin fee / account holder | $1,825 | $12,193-85.0% | $7,491-75.6% | $11,598-84.3% |