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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 | $21,887 | $65,027-66.3% | $90,970-75.9% | $79,852-72.6% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 4206.91% | 30.45%+4176.5pp | 134.58%+4072.3pp | 31.72%+4175.2pp |
| Employer contribution / active EE | $405 | $1,247-67.5% | $2,122-80.9% | $2,471-83.6% |
| Participant deferral / active EE | $2,907 | $2,512+15.7% | $3,373-13.8% | $3,740-22.3% |
| Admin fee / account holder | $1,991 | $4,535-56.1% | $5,960-66.6% | $5,306-62.5% |