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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 | $12,253 | $102,385-88.0% | $147,080-91.7% | $80,935-84.9% |
| Participation rate | 21.9% | 75.9%-54.0pp | 82.2%-60.3pp | 67.7%-45.7pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $935 | $3,717-74.8% | $4,933-81.1% | $2,757-66.1% |
| Participant deferral / active EE | $2,895 | $6,651-56.5% | $8,066-64.1% | $4,299-32.7% |
| Admin fee / account holder | $1,360 | $7,951-82.9% | $12,989-89.5% | $6,924-80.4% |