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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 | $9,192 | $49,177-81.3% | $79,467-88.4% | $64,173-85.7% |
| Participation rate | 45.9% | 65.0%-19.1pp | 73.3%-27.4pp | 69.6%-23.6pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $292 | $2,076-85.9% | $2,800-89.6% | $2,381-87.7% |
| Participant deferral / active EE | $913 | $2,821-67.6% | $3,704-75.3% | $3,470-73.7% |
| Admin fee / account holder | $627 | $3,839-83.7% | $5,104-87.7% | $4,887-87.2% |