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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 | $4,368 | $175,259-97.5% | $149,723-97.1% | $139,487-96.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.63% | 166.82%-148.2pp | 134.50%-115.9pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,894 | $5,478-65.4% | $4,821-60.7% | $4,755-60.2% |
| Participant deferral / active EE | $2,900 | $6,522-55.5% | $5,682-49.0% | $6,713-56.8% |
| Admin fee / account holder | $7,119 | $16,158-55.9% | $13,215-46.1% | $11,407-37.6% |