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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 | $7,131 | $46,697-84.7% | $117,533-93.9% | $68,486-89.6% |
| Participation rate | 28.9% | 56.8%-27.8pp | 70.6%-41.7pp | 67.9%-38.9pp |
| Annual return | 110.80% | -14.52%+125.3pp | 29.77%+81.0pp | -7.85%+118.7pp |
| Employer contribution / active EE | $388 | $1,506-74.2% | $4,179-90.7% | $2,597-85.1% |
| Participant deferral / active EE | $1,901 | $2,637-27.9% | $4,072-53.3% | $4,028-52.8% |
| Admin fee / account holder | $318 | $4,023-92.1% | $5,647-94.4% | $5,404-94.1% |