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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 | $32,250 | $125,797-74.4% | $170,043-81.0% | $75,173-57.1% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.0%-27.0pp | 67.2%-7.2pp |
| Annual return | 29.96% | 27.20%+2.8pp | 53.40%-23.4pp | 160.72%-130.8pp |
| Employer contribution / active EE | $2,219 | $4,616-51.9% | $6,790-67.3% | $2,671-16.9% |
| Participant deferral / active EE | $3,810 | $6,838-44.3% | $10,410-63.4% | $4,126-7.7% |
| Admin fee / account holder | $1,321 | $8,177-83.8% | $12,824-89.7% | $5,651-76.6% |