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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 | $9,321 | $48,432-80.8% | $121,210-92.3% | $71,529-87.0% |
| Participation rate | 17.5% | 54.3%-36.8pp | 69.5%-52.0pp | 67.9%-50.4pp |
| Annual return | 21.44% | 23.28%-1.8pp | 987.41%-966.0pp | 28.97%-7.5pp |
| Employer contribution / active EE | $452 | $1,493-69.7% | $4,171-89.2% | $2,590-82.5% |
| Participant deferral / active EE | $919 | $2,756-66.6% | $4,084-77.5% | $4,291-78.6% |
| Admin fee / account holder | $425 | $1,845-77.0% | $5,647-92.5% | $1,588-73.2% |