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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 | $12,740 | $82,630-84.6% | $64,105-80.1% | $125,388-89.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -0.36% | 1489.72%-1490.1pp | 791.24%-791.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,327 | $2,671-50.3% | $1,820-27.1% | $4,866-72.7% |
| Participant deferral / active EE | $1,327 | $3,608-63.2% | $2,822-53.0% | $5,352-75.2% |
| Admin fee / account holder | $538 | $6,382-91.6% | $4,499-88.0% | $9,541-94.4% |