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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 | $8,602 | $61,815-86.1% | $97,295-91.2% | $80,959-89.4% |
| Participation rate | 19.6% | 63.5%-43.9pp | 72.7%-53.1pp | 67.7%-48.1pp |
| Annual return | 15.46% | -558.73%+574.2pp | 75.62%-60.2pp | 35.67%-20.2pp |
| Employer contribution / active EE | $602 | $1,836-67.2% | $2,723-77.9% | $2,757-78.2% |
| Participant deferral / active EE | $1,052 | $3,027-65.2% | $4,264-75.3% | $4,300-75.5% |
| Admin fee / account holder | $354 | $5,166-93.2% | $5,646-93.7% | $6,925-94.9% |