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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 | $13,845 | $45,566-69.6% | $64,105-78.4% | $59,633-76.8% |
| Participation rate | 57.1% | 60.2%-3.0pp | 68.2%-11.0pp | 68.7%-11.5pp |
| Annual return | -2.79% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,028 | $934+10.0% | $1,820-43.5% | $2,203-53.3% |
| Participant deferral / active EE | $1,276 | $2,057-37.9% | $2,822-54.8% | $3,192-60.0% |
| Admin fee / account holder | $716 | $3,268-78.1% | $4,499-84.1% | $4,297-83.3% |