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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 | $19 | $88,754-100.0% | $81,820-100.0% | $145,877-100.0% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 16.04% | 1031.77%-1015.7pp | 777.93%-761.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $879 | $3,085-71.5% | $2,915-69.8% | $4,663-81.1% |
| Participant deferral / active EE | $5,802 | $4,648+24.8% | $4,323+34.2% | $6,691-13.3% |
| Admin fee / account holder | $317,221 | $8,424+3665.9% | $7,391+4192.3% | $13,402+2266.9% |