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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 | $14,226 | $84,236-83.1% | $170,435-91.7% | $70,126-79.7% |
| Participation rate | 55.8% | 70.8%-15.1pp | 83.6%-27.8pp | 69.5%-13.8pp |
| Annual return | 33.76% | 23.06%+10.7pp | 205.94%-172.2pp | 73.15%-39.4pp |
| Employer contribution / active EE | $1,442 | $3,387-57.4% | $5,432-73.5% | $2,343-38.5% |
| Participant deferral / active EE | $2,447 | $3,086-20.7% | $4,939-50.5% | $3,332-26.6% |
| Admin fee / account holder | $1,033 | $5,698-81.9% | $13,881-92.6% | $4,645-77.8% |