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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 | $18 | $160,059-100.0% | $140,019-100.0% | $135,380-100.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 94.44% | 911.48%-817.0pp | 651.17%-556.7pp | 519.81%-425.4pp |
| Employer contribution / active EE | $6,300 | $6,420-1.9% | $5,605+12.4% | $4,779+31.8% |
| Participant deferral / active EE | $9,250 | $7,641+21.1% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $31,117 | $13,328+133.5% | $10,705+190.7% | $10,828+187.4% |