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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 | $8,916 | $54,355-83.6% | $82,744-89.2% | $68,486-87.0% |
| Participation rate | 56.7% | 63.9%-7.3pp | 72.6%-15.9pp | 67.9%-11.2pp |
| Annual return | -15.44% | -13.67%-1.8pp | 702.22%-717.7pp | -7.85%-7.6pp |
| Employer contribution / active EE | $598 | $2,219-73.0% | $3,008-80.1% | $2,597-77.0% |
| Participant deferral / active EE | $1,211 | $3,246-62.7% | $4,395-72.4% | $4,028-69.9% |
| Admin fee / account holder | $5,129 | $4,397+16.7% | $5,325-3.7% | $5,404-5.1% |