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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 | $8,299 | $97,729-91.5% | $83,830-90.1% | $135,379-93.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.88% | 1287.52%-1293.4pp | 850.97%-856.9pp | 519.79%-525.7pp |
| Employer contribution / active EE | $770 | $4,222-81.8% | $3,631-78.8% | $4,779-83.9% |
| Participant deferral / active EE | $1,589 | $4,683-66.1% | $4,082-61.1% | $5,609-71.7% |
| Admin fee / account holder | $1,648 | $6,674-75.3% | $5,479-69.9% | $10,828-84.8% |