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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 | $10,024 | $106,923-90.6% | $84,023-88.1% | $152,909-93.4% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 20.92% | 105.02%-84.1pp | 71.32%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $778 | $2,735-71.6% | $1,984-60.8% | $4,764-83.7% |
| Participant deferral / active EE | $1,972 | $4,013-50.9% | $3,239-39.1% | $5,851-66.3% |
| Admin fee / account holder | $338 | $8,289-95.9% | $6,102-94.5% | $11,601-97.1% |