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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 | $14,642 | $52,519-72.1% | $155,789-90.6% | $59,633-75.4% |
| Participation rate | 65.4% | 61.7%+3.7pp | 76.1%-10.7pp | 68.7%-3.3pp |
| Annual return | -1.22% | 53.51%-54.7pp | 71.54%-72.8pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $394 | $1,589-75.2% | $3,839-89.7% | $2,203-82.1% |
| Participant deferral / active EE | $4,025 | $3,084+30.5% | $4,798-16.1% | $3,192+26.1% |
| Admin fee / account holder | $691 | $3,540-80.5% | $7,477-90.8% | $4,297-83.9% |