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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 | $16,111 | $63,346-74.6% | $92,240-82.5% | $70,126-77.0% |
| Participation rate | 38.2% | 68.7%-30.5pp | 76.5%-38.3pp | 69.5%-31.4pp |
| Annual return | 19.12% | 530.19%-511.1pp | 176.29%-157.2pp | 73.15%-54.0pp |
| Employer contribution / active EE | $537 | $2,471-78.3% | $3,680-85.4% | $2,343-77.1% |
| Participant deferral / active EE | $1,515 | $2,854-46.9% | $3,897-61.1% | $3,332-54.5% |
| Admin fee / account holder | $600 | $3,841-84.4% | $5,194-88.5% | $4,645-87.1% |