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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 | $15,415 | $65,428-76.4% | $169,397-90.9% | $71,529-78.4% |
| Participation rate | 48.6% | 66.9%-18.2pp | 77.2%-28.5pp | 67.9%-19.3pp |
| Annual return | 53.80% | 21.35%+32.5pp | 406.23%-352.4pp | 28.97%+24.8pp |
| Employer contribution / active EE | $646 | $2,064-68.7% | $4,013-83.9% | $2,590-75.1% |
| Participant deferral / active EE | $2,961 | $4,360-32.1% | $6,223-52.4% | $4,291-31.0% |
| Admin fee / account holder | $2,137 | $1,328+60.9% | $9,017-76.3% | $1,588+34.5% |