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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 | $15,212 | $124,330-87.8% | $109,173-86.1% | $167,536-90.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 13.41% | 26.04%-12.6pp | 25.75%-12.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,593 | $4,209-62.2% | $3,723-57.2% | $4,839-67.1% |
| Participant deferral / active EE | $2,938 | $5,256-44.1% | $4,654-36.9% | $6,342-53.7% |
| Admin fee / account holder | $4,437 | $7,974-44.4% | $6,755-34.3% | $12,315-64.0% |