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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 | $3,773 | $106,923-96.5% | $84,023-95.5% | $152,909-97.5% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $660 | $2,735-75.9% | $1,984-66.7% | $4,764-86.1% |
| Participant deferral / active EE | $1,427 | $4,013-64.4% | $3,239-56.0% | $5,851-75.6% |
| Admin fee / account holder | $678 | $8,289-91.8% | $6,102-88.9% | $11,601-94.2% |