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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 | $20,456 | $102,422-80.0% | $147,117-86.1% | $80,959-74.7% |
| Participation rate | 40.6% | 75.9%-35.2pp | 82.2%-41.6pp | 67.7%-27.0pp |
| Annual return | 25.59% | 135.16%-109.6pp | 420.54%-394.9pp | 35.67%-10.1pp |
| Employer contribution / active EE | $2,311 | $3,717-37.8% | $4,932-53.1% | $2,757-16.2% |
| Participant deferral / active EE | $2,932 | $6,652-55.9% | $8,065-63.6% | $4,300-31.8% |
| Admin fee / account holder | $4,138 | $7,953-48.0% | $12,993-68.1% | $6,925-40.2% |