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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 | $12,216 | $115,796-89.5% | $101,264-87.9% | $158,950-92.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 9.51% | 56.15%-46.6pp | 46.48%-37.0pp | 302.91%-293.4pp |
| Employer contribution / active EE | $1,134 | $4,175-72.8% | $3,660-69.0% | $4,762-76.2% |
| Participant deferral / active EE | $2,175 | $4,958-56.1% | $4,370-50.2% | $5,983-63.6% |
| Admin fee / account holder | $14,400 | $7,247+98.7% | $5,947+142.2% | $11,248+28.0% |