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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 | $7,571 | $90,617-91.6% | $79,476-90.5% | $135,382-94.4% |
| Participation rate | 60.0% | 76.1%-16.1pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | 0.05% | 977.57%-977.5pp | 718.21%-718.2pp | 519.77%-519.7pp |
| Employer contribution / active EE | $17,306 | $3,068+464.1% | $2,800+518.0% | $4,779+262.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $218,296 | $5,907+3595.3% | $5,113+4169.2% | $10,829+1915.9% |