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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 | $27 | $167,415-100.0% | $140,514-100.0% | $198,609-100.0% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 6.94% | 13.85%-6.9pp | 14.36%-7.4pp | 202.70%-195.8pp |
| Employer contribution / active EE | $1,690 | $4,088-58.6% | $3,378-50.0% | $5,055-66.6% |
| Participant deferral / active EE | $5,750 | $5,579+3.1% | $4,919+16.9% | $6,977-17.6% |
| Admin fee / account holder | $494,586 | $16,730+2856.2% | $13,697+3510.8% | $19,030+2498.9% |