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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 | $11,294 | $45,123-75.0% | $85,240-86.8% | $74,478-84.8% |
| Participation rate | 33.9% | 49.4%-15.4pp | 67.5%-33.6pp | 67.2%-33.3pp |
| Annual return | 17.36% | 26.32%-9.0pp | 66.75%-49.4pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $702 | $1,459-51.8% | $2,735-74.3% | $2,626-73.3% |
| Participant deferral / active EE | $1,365 | $2,736-50.1% | $4,527-69.9% | $4,350-68.6% |
| Admin fee / account holder | $2,479 | $2,215+11.9% | $6,165-59.8% | $1,946+27.4% |