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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 | $3,732 | $41,150-90.9% | $80,607-95.4% | $71,495-94.8% |
| Participation rate | 49.6% | 50.3%-0.7pp | 67.0%-17.4pp | 67.9%-18.4pp |
| Annual return | 40.62% | 38.48%+2.1pp | 936.11%-895.5pp | 28.85%+11.8pp |
| Employer contribution / active EE | $979 | $1,515-35.4% | $2,724-64.1% | $2,589-62.2% |
| Participant deferral / active EE | $1,096 | $2,701-59.4% | $4,448-75.4% | $4,291-74.5% |
| Admin fee / account holder | $883 | $1,841-52.0% | $5,379-83.6% | $1,588-44.4% |