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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 | $21,081 | $89,259-76.4% | $107,187-80.3% | $82,637-74.5% |
| Participation rate | 69.9% | 67.9%+1.9pp | 75.0%-5.1pp | 68.1%+1.8pp |
| Annual return | 221.22% | 21.02%+200.2pp | 204.55%+16.7pp | 53.51%+167.7pp |
| Employer contribution / active EE | $1,599 | $3,080-48.1% | $3,782-57.7% | $2,552-37.4% |
| Participant deferral / active EE | $3,170 | $4,037-21.5% | $5,096-37.8% | $4,126-23.2% |
| Admin fee / account holder | $2,785 | $7,381-62.3% | $9,162-69.6% | $7,339-62.1% |