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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 | $7,148 | $57,350-87.5% | $83,850-91.5% | $64,181-88.9% |
| Participation rate | 62.6% | 68.6%-6.0pp | 76.1%-13.5pp | 69.6%-6.9pp |
| Annual return | 43.29% | 11.38%+31.9pp | 850.92%-807.6pp | 7.63%+35.7pp |
| Employer contribution / active EE | $1,382 | $2,545-45.7% | $3,631-61.9% | $2,381-41.9% |
| Participant deferral / active EE | $1,825 | $2,993-39.0% | $4,082-55.3% | $3,470-47.4% |
| Admin fee / account holder | $518 | $4,046-87.2% | $5,478-90.5% | $4,887-89.4% |