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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 | $2,300 | $107,733-97.9% | $92,985-97.5% | $154,746-98.5% |
| Participation rate | 40.0% | 74.6%-34.6pp | 69.5%-29.5pp | 80.7%-40.7pp |
| Annual return | 115.70% | 30.39%+85.3pp | 27.99%+87.7pp | 172.34%-56.6pp |
| Employer contribution / active EE | $1,193 | $3,126-61.8% | $2,662-55.2% | $4,379-72.8% |
| Participant deferral / active EE | $1,790 | $5,053-64.6% | $4,377-59.1% | $6,730-73.4% |
| Admin fee / account holder | $2,354 | $11,369-79.3% | $9,463-75.1% | $14,365-83.6% |