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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 | $3,234 | $108,882-97.0% | $96,754-96.7% | $154,746-97.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 17.63% | 98.39%-80.8pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,655 | $3,018-45.2% | $2,679-38.2% | $4,379-62.2% |
| Participant deferral / active EE | $1,645 | $5,323-69.1% | $4,758-65.4% | $6,730-75.6% |
| Admin fee / account holder | $2,409 | $10,200-76.4% | $8,905-72.9% | $14,365-83.2% |