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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 | $17,048 | $158,852-89.3% | $121,220-85.9% | $135,379-87.4% |
| Participation rate | 37.5% | 79.3%-41.8pp | 71.8%-34.3pp | 82.6%-45.1pp |
| Annual return | 5.62% | -0.64%+6.3pp | 16.94%-11.3pp | 519.79%-514.2pp |
| Employer contribution / active EE | $1,041 | $5,666-81.6% | $4,023-74.1% | $4,779-78.2% |
| Participant deferral / active EE | $1,090 | $4,006-72.8% | $3,345-67.4% | $5,609-80.6% |
| Admin fee / account holder | $16,036 | $6,515+146.2% | $5,021+219.4% | $10,828+48.1% |