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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 | $12,710 | $52,581-75.8% | $130,788-90.3% | $64,340-80.2% |
| Participation rate | 35.1% | 46.5%-11.4pp | 70.1%-35.0pp | 55.2%-20.1pp |
| Annual return | 20.90% | 20.39%+0.5pp | 386.44%-365.5pp | 24.14%-3.2pp |
| Employer contribution / active EE | $514 | $1,031-50.2% | $3,558-85.6% | $1,862-72.4% |
| Participant deferral / active EE | $1,541 | $2,200-30.0% | $4,137-62.8% | $2,980-48.3% |
| Admin fee / account holder | $2,200 | $4,583-52.0% | $6,673-67.0% | $3,703-40.6% |