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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 | $20,278 | $125,797-83.9% | $170,043-88.1% | $75,173-73.0% |
| Participation rate | 41.0% | 83.6%-42.6pp | 87.0%-46.0pp | 67.2%-26.2pp |
| Annual return | 217.18% | 27.20%+190.0pp | 53.40%+163.8pp | 160.72%+56.5pp |
| Employer contribution / active EE | $1,740 | $4,616-62.3% | $6,790-74.4% | $2,671-34.8% |
| Participant deferral / active EE | $5,670 | $6,838-17.1% | $10,410-45.5% | $4,126+37.4% |
| Admin fee / account holder | $1,978 | $8,177-75.8% | $12,824-84.6% | $5,651-65.0% |