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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 | $7,132 | $48,274-85.2% | $63,244-88.7% | $59,633-88.0% |
| Participation rate | 58.6% | 66.3%-7.7pp | 71.0%-12.4pp | 68.7%-10.0pp |
| Annual return | -0.69% | -240.79%+240.1pp | -70.31%+69.6pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $367 | $1,586-76.8% | $2,322-84.2% | $2,203-83.3% |
| Participant deferral / active EE | $1,532 | $2,343-34.6% | $2,953-48.1% | $3,192-52.0% |
| Admin fee / account holder | $1,392 | $3,600-61.3% | $5,893-76.4% | $4,297-67.6% |