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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 | $9,397 | $107,030-91.2% | $73,550-87.2% | $147,586-93.6% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 21.45% | 38.25%-16.8pp | -15.16%+36.6pp | 578.59%-557.1pp |
| Employer contribution / active EE | $491 | $1,760-72.1% | $1,219-59.7% | $4,876-89.9% |
| Participant deferral / active EE | $1,322 | $2,458-46.2% | $1,804-26.7% | $5,439-75.7% |
| Admin fee / account holder | $507 | $3,055-83.4% | $2,320-78.1% | $10,886-95.3% |