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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 | $51,649-75.4% | $124,206-89.8% | $64,097-80.2% |
| Participation rate | 35.1% | 45.2%-10.1pp | 69.6%-34.5pp | 55.2%-20.1pp |
| Annual return | 20.90% | 19.98%+0.9pp | 515.27%-494.4pp | 34.64%-13.7pp |
| Employer contribution / active EE | $514 | $1,057-51.4% | $3,540-85.5% | $1,891-72.9% |
| Participant deferral / active EE | $1,541 | $2,165-28.8% | $3,968-61.2% | $3,080-50.0% |
| Admin fee / account holder | $2,200 | $4,237-48.1% | $5,929-62.9% | $3,454-36.3% |