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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 | $10,109 | $84,236-88.0% | $170,435-94.1% | $70,126-85.6% |
| Participation rate | 64.5% | 70.8%-6.3pp | 83.6%-19.1pp | 69.5%-5.0pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,630 | $3,086+114.9% | $4,939+34.2% | $3,332+99.0% |
| Admin fee / account holder | $1,209 | $5,698-78.8% | $13,881-91.3% | $4,645-74.0% |