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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 | $12,515 | $46,072-72.8% | $69,779-82.1% | $55,167-77.3% |
| Participation rate | 35.1% | 67.5%-32.4pp | 71.8%-36.7pp | 69.0%-33.9pp |
| Annual return | 0.00% | 8.68%-8.7pp | 12.99%-13.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $597 | $1,500-60.2% | $2,338-74.5% | $1,963-69.6% |
| Participant deferral / active EE | $1,036 | $2,344-55.8% | $2,931-64.7% | $3,054-66.1% |
| Admin fee / account holder | $1,777 | $428+315.6% | $4,381-59.4% | $504+252.7% |