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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 | $11,100 | $65,575-83.1% | $86,209-87.1% | $75,181-85.2% |
| Participation rate | 67.2% | 60.5%+6.8pp | 69.0%-1.7pp | 67.2%0pp |
| Annual return | 29.03% | 46.07%-17.0pp | 1169.05%-1140.0pp | 160.69%-131.7pp |
| Employer contribution / active EE | $1,498 | $1,553-3.6% | $2,381-37.1% | $2,671-43.9% |
| Participant deferral / active EE | $3,087 | $3,023+2.1% | $3,986-22.5% | $4,126-25.2% |
| Admin fee / account holder | $1,800 | $5,470-67.1% | $6,853-73.7% | $5,650-68.1% |