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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 | $4,157 | $45,050-90.8% | $63,018-93.4% | $70,126-94.1% |
| Participation rate | 35.5% | 69.5%-34.0pp | 74.8%-39.3pp | 69.5%-34.1pp |
| Annual return | 128.34% | 18.76%+109.6pp | 87.62%+40.7pp | 73.15%+55.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $815 | $2,466-66.9% | $3,330-75.5% | $3,332-75.5% |
| Admin fee / account holder | $6,889 | $2,834+143.1% | $3,601+91.3% | $4,645+48.3% |