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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 | $138,312-100.0% | $122,979-100.0% | $155,188-100.0% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 6.94% | 22.06%-15.1pp | 20.12%-13.2pp | 148.84%-141.9pp |
| Employer contribution / active EE | $1,690 | $3,530-52.1% | $3,062-44.8% | $4,248-60.2% |
| Participant deferral / active EE | $5,750 | $5,592+2.8% | $5,003+14.9% | $6,531-12.0% |
| Admin fee / account holder | $494,586 | $15,089+3177.8% | $12,864+3744.6% | $14,480+3315.7% |