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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 | $6,236 | $60,119-89.6% | $90,430-93.1% | $79,858-92.2% |
| Participation rate | 53.6% | 65.0%-11.4pp | 72.7%-19.1pp | 69.6%-16.1pp |
| Annual return | 18.85% | 71.94%-53.1pp | 1293.73%-1274.9pp | 31.72%-12.9pp |
| Employer contribution / active EE | $652 | $2,068-68.5% | $3,262-80.0% | $2,471-73.6% |
| Participant deferral / active EE | $1,032 | $2,938-64.9% | $3,963-73.9% | $3,740-72.4% |
| Admin fee / account holder | $1,298 | $3,976-67.4% | $5,613-76.9% | $5,306-75.5% |