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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 | $7,332 | $39,798-81.6% | $67,704-89.2% | $59,633-87.7% |
| Participation rate | 38.5% | 57.4%-18.9pp | 67.5%-29.1pp | 68.7%-30.2pp |
| Annual return | -2.63% | 89.94%-92.6pp | 25.41%-28.0pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $770 | $1,393-44.8% | $2,559-69.9% | $2,203-65.1% |
| Participant deferral / active EE | $868 | $2,335-62.8% | $3,585-75.8% | $3,192-72.8% |
| Admin fee / account holder | $394 | $3,212-87.7% | $4,255-90.7% | $4,297-90.8% |