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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 | $13,164 | $51,184-74.3% | $66,439-80.2% | $86,983-84.9% |
| Participation rate | 35.5% | 68.5%-33.0pp | 74.5%-39.0pp | 69.5%-34.1pp |
| Annual return | 49.72% | 17.07%+32.7pp | 757.66%-707.9pp | 25.83%+23.9pp |
| Employer contribution / active EE | $1,133 | $2,023-44.0% | $2,637-57.0% | $2,584-56.2% |
| Participant deferral / active EE | $2,067 | $2,927-29.4% | $3,876-46.7% | $4,194-50.7% |
| Admin fee / account holder | $421 | $4,154-89.9% | $6,173-93.2% | $7,856-94.6% |