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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 | $10,811 | $48,570-77.7% | $130,660-91.7% | $72,975-85.2% |
| Participation rate | 68.4% | 58.6%+9.8pp | 71.7%-3.4pp | 69.5%-1.1pp |
| Annual return | 24.96% | 38.63%-13.7pp | 1709.29%-1684.3pp | 81.01%-56.1pp |
| Employer contribution / active EE | $891 | $1,334-33.2% | $4,092-78.2% | $2,440-63.5% |
| Participant deferral / active EE | $1,733 | $2,384-27.3% | $3,603-51.9% | $3,608-52.0% |
| Admin fee / account holder | $406 | $3,549-88.6% | $5,463-92.6% | $5,124-92.1% |