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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 | $1,000 | $67,823-98.5% | $52,425-98.1% | $137,256-99.3% |
| Participation rate | 41.7% | 63.9%-22.2pp | 55.6%-14.0pp | 80.0%-38.3pp |
| Annual return | 17.87% | 219.11%-201.2pp | 302.12%-284.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $170 | $1,163-85.3% | $914-81.4% | $4,156-95.9% |
| Participant deferral / active EE | $693 | $2,288-69.7% | $1,790-61.3% | $6,407-89.2% |
| Admin fee / account holder | $487 | $2,844-82.9% | $2,495-80.5% | $12,270-96.0% |