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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 | $21 | $88,710-100.0% | $81,783-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 11.38% | 1027.26%-1015.9pp | 775.05%-763.7pp | 561.95%-550.6pp |
| Employer contribution / active EE | $11,609 | $3,083+276.5% | $2,913+298.6% | $4,661+149.1% |
| Participant deferral / active EE | $44,459 | $4,645+857.2% | $4,320+929.1% | $6,689+564.7% |
| Admin fee / account holder | $186,964 | $8,407+2123.8% | $7,380+2433.4% | $13,398+1295.5% |