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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 | $24,290 | $102,422-76.3% | $147,117-83.5% | $80,959-70.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 24.01% | 135.16%-111.1pp | 420.54%-396.5pp | 35.67%-11.7pp |
| Employer contribution / active EE | $2,721 | $3,717-26.8% | $4,932-44.8% | $2,757-1.3% |
| Participant deferral / active EE | $7,330 | $6,652+10.2% | $8,065-9.1% | $4,300+70.4% |
| Admin fee / account holder | $3,462 | $7,953-56.5% | $12,993-73.4% | $6,925-50.0% |