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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 | $5,853 | $54,370-89.2% | $82,763-92.9% | $68,490-91.5% |
| Participation rate | 62.9% | 63.9%-1.1pp | 72.6%-9.7pp | 67.9%-5.0pp |
| Annual return | -19.49% | -13.67%-5.8pp | 702.45%-721.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $664 | $2,219-70.1% | $3,008-77.9% | $2,597-74.4% |
| Participant deferral / active EE | $1,162 | $3,247-64.2% | $4,395-73.6% | $4,028-71.1% |
| Admin fee / account holder | $829 | $4,398-81.1% | $5,325-84.4% | $5,403-84.6% |